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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 | $145,115 | $88,203+64.5% | $165,100-12.1% | $74,478+94.8% |
| Participation rate | 70.0% | 73.1%-3.1pp | 78.6%-8.6pp | 67.2%+2.8pp |
| Annual return | 13.85% | 17.13%-3.3pp | 70.21%-56.4pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,111 | $2,601-18.8% | $4,348-51.5% | $2,626-19.6% |
| Participant deferral / active EE | $7,414 | $4,505+64.6% | $6,035+22.8% | $4,350+70.4% |
| Admin fee / account holder | $15,872 | $2,235+610.2% | $12,696+25.0% | $1,946+715.7% |