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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 | $121,095 | $102,595+18.0% | $94,057+28.7% | $154,746-21.7% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 13.62% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $828 | $3,147-73.7% | $2,933-71.8% | $4,379-81.1% |
| Participant deferral / active EE | $6,667 | $5,118+30.3% | $4,709+41.6% | $6,730-0.9% |
| Admin fee / account holder | $15,946 | $7,736+106.1% | $7,244+120.1% | $14,365+11.0% |