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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 | $46,219 | $184,000-74.9% | $162,185-71.5% | $152,909-69.8% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 16.72% | 150.80%-134.1pp | 115.61%-98.9pp | 345.46%-328.7pp |
| Employer contribution / active EE | $3,205 | $6,370-49.7% | $5,613-42.9% | $4,764-32.7% |
| Participant deferral / active EE | $4,381 | $8,033-45.5% | $7,297-40.0% | $5,851-25.1% |
| Admin fee / account holder | $96,222 | $13,124+633.2% | $10,844+787.3% | $11,601+729.4% |