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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 | $142,565 | $148,629-4.1% | $135,982+4.8% | $139,487+2.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 58.22% | 79.33%-21.1pp | 68.32%-10.1pp | 373.84%-315.6pp |
| Employer contribution / active EE | $3,298 | $5,247-37.1% | $4,859-32.1% | $4,755-30.6% |
| Participant deferral / active EE | $2,597 | $8,102-68.0% | $7,760-66.5% | $6,713-61.3% |
| Admin fee / account holder | $58,202 | $12,406+369.1% | $10,767+440.5% | $11,407+410.2% |