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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 | $132,155 | $65,566+101.6% | $86,235+53.2% | $75,177+75.8% |
| Participation rate | 71.9% | 60.5%+11.4pp | 69.0%+2.9pp | 67.2%+4.7pp |
| Annual return | 21.56% | 46.07%-24.5pp | 1170.03%-1148.5pp | 160.75%-139.2pp |
| Employer contribution / active EE | $1,562 | $1,553+0.6% | $2,381-34.4% | $2,671-41.5% |
| Participant deferral / active EE | $3,089 | $3,023+2.2% | $3,987-22.5% | $4,126-25.1% |
| Admin fee / account holder | $15,770 | $5,470+188.3% | $6,856+130.0% | $5,651+179.0% |