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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 | $174,225 | $112,121+55.4% | $95,960+81.6% | $158,966+9.6% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 9.81% | 171.16%-161.3pp | 91.63%-81.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,683 | $3,199-47.4% | $2,541-33.8% | $4,762-64.7% |
| Participant deferral / active EE | $5,068 | $4,784+5.9% | $4,167+21.6% | $5,983-15.3% |
| Admin fee / account holder | $62,052 | $10,135+512.3% | $6,797+812.9% | $11,250+451.6% |