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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 | $160,317 | $124,346+28.9% | $111,308+44.0% | $167,536-4.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.38% | 37.45%-25.1pp | 54.67%-42.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $848 | $3,437-75.3% | $2,732-69.0% | $4,839-82.5% |
| Participant deferral / active EE | $3,393 | $5,182-34.5% | $4,487-24.4% | $6,342-46.5% |
| Admin fee / account holder | $28,476 | $10,621+168.1% | $7,965+257.5% | $12,315+131.2% |