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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 | $231,458 | $102,595+125.6% | $94,057+146.1% | $154,746+49.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 11.79% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $836 | $3,147-73.4% | $2,933-71.5% | $4,379-80.9% |
| Participant deferral / active EE | $7,704 | $5,118+50.5% | $4,709+63.6% | $6,730+14.5% |
| Admin fee / account holder | $17,760 | $7,736+129.6% | $7,244+145.2% | $14,365+23.6% |