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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 | $189,538 | $152,619+24.2% | $125,195+51.4% | $152,909+24.0% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.5%+11.7pp |
| Annual return | 19.63% | 54.85%-35.2pp | 43.79%-24.2pp | 345.46%-325.8pp |
| Employer contribution / active EE | $7,371 | $4,947+49.0% | $3,866+90.7% | $4,764+54.7% |
| Participant deferral / active EE | $5,499 | $5,869-6.3% | $4,937+11.4% | $5,851-6.0% |
| Admin fee / account holder | $71,522 | $13,437+432.3% | $9,704+637.0% | $11,601+516.5% |