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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 | $183,516-36.2% | $155,534-24.7% | $145,884-19.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.60% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $12,546 | $5,315+136.1% | $4,675+168.4% | $4,662+169.1% |
| Participant deferral / active EE | $12,305 | $6,467+90.3% | $5,630+118.6% | $6,690+83.9% |
| Admin fee / account holder | $66,972 | $19,293+247.1% | $15,900+321.2% | $13,392+400.1% |