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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 | $55,193 | $53,063+4.0% | $124,206-55.6% | $82,637-33.2% |
| Participation rate | 78.8% | 58.4%+20.4pp | 69.6%+9.3pp | 68.1%+10.8pp |
| Annual return | 18.29% | 68.87%-50.6pp | 515.27%-497.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,410 | $1,530+57.5% | $3,540-31.9% | $2,552-5.6% |
| Participant deferral / active EE | $4,551 | $2,644+72.1% | $3,968+14.7% | $4,126+10.3% |
| Admin fee / account holder | $15,865 | $4,281+270.6% | $5,929+167.6% | $7,339+116.2% |