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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 | $164,472 | $100,938+62.9% | $90,461+81.8% | $158,982+3.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.28% | 1727.20%-1714.9pp | 1294.76%-1282.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,196 | $3,691-40.5% | $3,264-32.7% | $4,763-53.9% |
| Participant deferral / active EE | $3,458 | $4,350-20.5% | $3,964-12.8% | $5,983-42.2% |
| Admin fee / account holder | $14,653 | $6,510+125.1% | $5,617+160.9% | $11,252+30.2% |