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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,914 | $85,169+37.3% | $172,755-32.3% | $72,983+60.2% |
| Participation rate | 77.6% | 70.1%+7.5pp | 82.6%-5.1pp | 69.5%+8.1pp |
| Annual return | 16.22% | 27.32%-11.1pp | 802.94%-786.7pp | 81.01%-64.8pp |
| Employer contribution / active EE | $2,269 | $3,324-31.7% | $5,144-55.9% | $2,440-7.0% |
| Participant deferral / active EE | $3,797 | $3,260+16.5% | $5,198-26.9% | $3,608+5.3% |
| Admin fee / account holder | $58,515 | $5,880+895.1% | $13,955+319.3% | $5,124+1041.9% |