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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 | $164,094 | $210,698-22.1% | $178,014-7.8% | $145,959+12.4% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 12.69% | 386.27%-373.6pp | 294.80%-282.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $4,617 | $4,567+1.1% | $3,950+16.9% | $4,661-0.9% |
| Participant deferral / active EE | $11,725 | $6,958+68.5% | $6,276+86.8% | $6,689+75.3% |
| Admin fee / account holder | $30,950 | $12,016+157.6% | $10,362+198.7% | $13,398+131.0% |