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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 | $169,325 | $116,203+45.7% | $93,621+80.9% | $152,909+10.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 19.96% | 35.96%-16.0pp | 32.76%-12.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,862 | $3,219-42.2% | $2,719-31.5% | $4,764-60.9% |
| Participant deferral / active EE | $10,065 | $4,605+118.6% | $4,070+147.3% | $5,851+72.0% |
| Admin fee / account holder | $70,217 | $10,751+553.1% | $7,890+789.9% | $11,601+505.3% |