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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 | $187,347 | $160,070+17.0% | $147,117+27.3% | $145,897+28.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.08% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,527 | $5,285-52.2% | $4,932-48.8% | $4,663-45.8% |
| Participant deferral / active EE | $7,218 | $8,419-14.3% | $8,065-10.5% | $6,689+7.9% |
| Admin fee / account holder | $33,406 | $15,035+122.2% | $12,993+157.1% | $13,390+149.5% |