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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 | $127,294 | $165,381-23.0% | $149,730-15.0% | $158,966-19.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 36.60% | 348.29%-311.7pp | 276.70%-240.1pp | 302.95%-266.3pp |
| Employer contribution / active EE | $4,229 | $5,104-17.1% | $4,645-9.0% | $4,762-11.2% |
| Participant deferral / active EE | $7,870 | $7,182+9.6% | $6,843+15.0% | $5,983+31.5% |
| Admin fee / account holder | $208,352 | $10,809+1827.5% | $9,310+2137.8% | $11,250+1752.0% |