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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 | $159,963 | $202,440-21.0% | $169,390-5.6% | $139,466+14.7% |
| Participation rate | 73.3% | 81.1%-7.8pp | 77.2%-3.8pp | 80.3%-7.0pp |
| Annual return | 17.48% | 532.36%-514.9pp | 406.07%-388.6pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,583 | $4,693-23.7% | $4,013-10.7% | $4,754-24.6% |
| Participant deferral / active EE | $10,464 | $6,940+50.8% | $6,222+68.2% | $6,712+55.9% |
| Admin fee / account holder | $32,867 | $10,722+206.5% | $9,015+264.6% | $11,409+188.1% |