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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 | $112,286 | $175,259-35.9% | $149,723-25.0% | $139,487-19.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.47% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,807 | $5,478-48.8% | $4,821-41.8% | $4,755-41.0% |
| Participant deferral / active EE | $4,957 | $6,522-24.0% | $5,682-12.8% | $6,713-26.1% |
| Admin fee / account holder | $24,331 | $16,158+50.6% | $13,215+84.1% | $11,407+113.3% |