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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 | $196,784 | $165,399+19.0% | $149,745+31.4% | $158,982+23.8% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 11.66% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,103 | $5,105-39.2% | $4,646-33.2% | $4,763-34.9% |
| Participant deferral / active EE | $9,513 | $7,183+32.4% | $6,843+39.0% | $5,983+59.0% |
| Admin fee / account holder | $55,677 | $10,811+415.0% | $9,312+497.9% | $11,252+394.8% |