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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 | $132,192 | $223,823-40.9% | $211,142-37.4% | $154,746-14.6% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 12.16% | 50.39%-38.2pp | 46.84%-34.7pp | 172.34%-160.2pp |
| Employer contribution / active EE | $5,556 | $6,787-18.1% | $6,442-13.8% | $4,379+26.9% |
| Participant deferral / active EE | $7,267 | $9,750-25.5% | $9,284-21.7% | $6,730+8.0% |
| Admin fee / account holder | $50,463 | $19,707+156.1% | $19,076+164.5% | $14,365+251.3% |