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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 | $169,582 | $99,652+70.2% | $78,778+115.3% | $147,586+14.9% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 21.65% | 47.28%-25.6pp | 35.62%-14.0pp | 578.59%-556.9pp |
| Employer contribution / active EE | $8,057 | $2,796+188.2% | $1,986+305.7% | $4,876+65.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,142 | $7,155-42.1% | $5,134-19.3% | $10,886-61.9% |