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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 | $138,445 | $112,131+23.5% | $95,964+44.3% | $158,982-12.9% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 13.52% | 171.19%-157.7pp | 91.64%-78.1pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,035 | $3,199-67.6% | $2,541-59.3% | $4,763-78.3% |
| Participant deferral / active EE | $4,169 | $4,784-12.9% | $4,167+0.1% | $5,983-30.3% |
| Admin fee / account holder | $16,874 | $10,136+66.5% | $6,797+148.3% | $11,252+50.0% |