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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 | $65,818 | $175,257-62.4% | $149,717-56.0% | $139,456-52.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 12.94% | 166.70%-153.8pp | 134.41%-121.5pp | 373.45%-360.5pp |
| Employer contribution / active EE | $1,819 | $5,477-66.8% | $4,820-62.3% | $4,753-61.7% |
| Participant deferral / active EE | $4,167 | $6,521-36.1% | $5,682-26.7% | $6,711-37.9% |
| Admin fee / account holder | $140,269 | $16,156+768.2% | $13,213+961.6% | $11,407+1129.7% |