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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 | $75,786 | $85,766-11.6% | $136,298-44.4% | $70,126+8.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 16.50% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,229 | $2,966+76.3% | $4,696+11.4% | $2,343+123.2% |
| Participant deferral / active EE | $6,471 | $5,051+28.1% | $6,247+3.6% | $3,332+94.2% |
| Admin fee / account holder | $42,780 | $5,421+689.2% | $9,244+362.8% | $4,645+820.9% |