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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 | $93,486 | $118,875-21.4% | $96,572-3.2% | $167,553-44.2% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 12.07% | 50.50%-38.4pp | 37.79%-25.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $5,047 | $3,121+61.7% | $2,357+114.1% | $4,840+4.3% |
| Participant deferral / active EE | $6,165 | $4,617+33.5% | $3,850+60.1% | $6,343-2.8% |
| Admin fee / account holder | $14,048 | $8,070+74.1% | $6,183+127.2% | $12,316+14.1% |