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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 | $159,934+17.1% | $147,005+27.4% | $145,959+28.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.08% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,527 | $5,287-52.2% | $4,934-48.8% | $4,661-45.8% |
| Participant deferral / active EE | $7,218 | $8,427-14.4% | $8,070-10.6% | $6,689+7.9% |
| Admin fee / account holder | $33,406 | $15,053+121.9% | $13,006+156.8% | $13,398+149.3% |