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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 | $129,907 | $148,582-12.6% | $135,942-4.4% | $139,456-6.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.57% | 79.26%-64.7pp | 68.28%-53.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $19,798 | $5,245+277.5% | $4,858+307.6% | $4,753+316.6% |
| Participant deferral / active EE | $7,400 | $8,101-8.7% | $7,759-4.6% | $6,711+10.3% |
| Admin fee / account holder | $31,892 | $12,402+157.2% | $10,764+196.3% | $11,407+179.6% |