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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 | $160,040+17.1% | $147,096+27.4% | $145,877+28.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.08% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,527 | $5,289-52.2% | $4,936-48.8% | $4,663-45.8% |
| Participant deferral / active EE | $7,218 | $8,429-14.4% | $8,071-10.6% | $6,691+7.9% |
| Admin fee / account holder | $33,406 | $15,050+122.0% | $13,005+156.9% | $13,402+149.3% |