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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 | $86,596 | $77,908+11.2% | $149,696-42.2% | $75,173+15.2% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 15.07% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $5,519 | $3,138+75.9% | $4,821+14.5% | $2,671+106.6% |
| Participant deferral / active EE | $4,781 | $3,411+40.1% | $5,682-15.9% | $4,126+15.9% |
| Admin fee / account holder | $82,349 | $5,950+1284.1% | $13,212+523.3% | $5,651+1357.4% |