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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 | $124,784 | $157,304-20.7% | $141,197-11.6% | $152,909-18.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 19.53% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,693 | $5,263-48.8% | $4,736-43.1% | $4,764-43.5% |
| Participant deferral / active EE | $6,425 | $7,111-9.6% | $6,710-4.2% | $5,851+9.8% |
| Admin fee / account holder | $104,412 | $12,126+761.1% | $10,265+917.2% | $11,601+800.0% |