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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 | $162,235 | $171,492-5.4% | $150,734+7.6% | $198,609-18.3% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 16.61% | 804.70%-788.1pp | 600.81%-584.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $4,538 | $5,470-17.0% | $4,918-7.7% | $5,055-10.2% |
| Participant deferral / active EE | $5,706 | $6,259-8.8% | $5,610+1.7% | $6,977-18.2% |
| Admin fee / account holder | $102,280 | $17,628+480.2% | $14,905+586.2% | $19,030+437.5% |