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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 | $169,958 | $100,073+69.8% | $85,126+99.7% | $145,877+16.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.82% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $6,159 | $3,236+90.3% | $2,731+125.5% | $4,663+32.1% |
| Participant deferral / active EE | $6,322 | $5,294+19.4% | $4,523+39.8% | $6,691-5.5% |
| Admin fee / account holder | $43,341 | $7,261+496.9% | $6,160+603.6% | $13,402+223.4% |