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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 | $153,232 | $232,540-34.1% | $185,117-17.2% | $147,586+3.8% |
| Participation rate | 78.3% | 82.4%-4.1pp | 77.3%+1.0pp | 82.8%-4.6pp |
| Annual return | 17.60% | 43.03%-25.4pp | 40.50%-22.9pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,462 | $5,195-52.6% | $4,182-41.1% | $4,876-49.5% |
| Participant deferral / active EE | $5,326 | $5,834-8.7% | $5,045+5.6% | $5,439-2.1% |
| Admin fee / account holder | $21,630 | $10,275+110.5% | $8,159+165.1% | $10,886+98.7% |