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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 | $208,748 | $124,346+67.9% | $111,306+87.5% | $167,553+24.6% |
| Participation rate | 73.9% | 79.6%-5.7pp | 77.3%-3.4pp | 82.1%-8.2pp |
| Annual return | 13.02% | 37.46%-24.4pp | 54.67%-41.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $1,547 | $3,438-55.0% | $2,732-43.4% | $4,840-68.0% |
| Participant deferral / active EE | $7,043 | $5,182+35.9% | $4,488+56.9% | $6,343+11.0% |
| Admin fee / account holder | $50,006 | $10,623+370.7% | $7,966+527.8% | $12,316+306.0% |