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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 | $167,856 | $102,382+64.0% | $147,005+14.2% | $80,874+107.6% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.2%-6.3pp | 67.6%+8.3pp |
| Annual return | 11.92% | 134.89%-123.0pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,875 | $3,715-22.6% | $4,934-41.7% | $2,756+4.3% |
| Participant deferral / active EE | $7,126 | $6,646+7.2% | $8,070-11.7% | $4,297+65.8% |
| Admin fee / account holder | $13,810 | $7,942+73.9% | $13,006+6.2% | $6,935+99.1% |