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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 | $117,058 | $183,592-36.2% | $155,574-24.8% | $145,877-19.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.60% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $12,546 | $5,317+136.0% | $4,676+168.3% | $4,663+169.0% |
| Participant deferral / active EE | $12,305 | $6,466+90.3% | $5,629+118.6% | $6,691+83.9% |
| Admin fee / account holder | $66,972 | $19,316+246.7% | $15,914+320.8% | $13,402+399.7% |