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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 | $147,934 | $124,346+19.0% | $111,306+32.9% | $167,553-11.7% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 17.07% | 37.46%-20.4pp | 54.67%-37.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $6,304 | $3,438+83.4% | $2,732+130.7% | $4,840+30.3% |
| Participant deferral / active EE | $9,795 | $5,182+89.0% | $4,488+118.3% | $6,343+54.4% |
| Admin fee / account holder | $25,507 | $10,623+140.1% | $7,966+220.2% | $12,316+107.1% |