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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 | $125,963 | $176,105-28.5% | $159,474-21.0% | $167,536-24.8% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.12% | 331.91%-320.8pp | 263.68%-252.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $4,368 | $5,299-17.6% | $4,831-9.6% | $4,839-9.7% |
| Participant deferral / active EE | $8,409 | $7,751+8.5% | $7,353+14.4% | $6,342+32.6% |
| Admin fee / account holder | $45,479 | $12,559+262.1% | $10,802+321.0% | $12,315+269.3% |