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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 | $207,466 | $142,426+45.7% | $115,167+80.1% | $152,909+35.7% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.5%-12.5pp |
| Annual return | 22.92% | 41.48%-18.6pp | 35.60%-12.7pp | 345.46%-322.5pp |
| Employer contribution / active EE | $3,503 | $4,011-12.7% | $3,179+10.2% | $4,764-26.5% |
| Participant deferral / active EE | $5,364 | $5,165+3.9% | $4,169+28.7% | $5,851-8.3% |
| Admin fee / account holder | $36,395 | $8,464+330.0% | $7,089+413.4% | $11,601+213.7% |