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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 | $243,397 | $176,077+38.2% | $159,455+52.6% | $167,518+45.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.98% | 331.83%-320.9pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $3,679 | $5,298-30.6% | $4,830-23.8% | $4,838-24.0% |
| Participant deferral / active EE | $8,746 | $7,751+12.8% | $7,353+18.9% | $6,342+37.9% |
| Admin fee / account holder | $45,525 | $12,556+262.6% | $10,800+321.5% | $12,312+269.8% |