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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 | $120,441 | $217,432-44.6% | $185,849-35.2% | $167,536-28.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.07% | 148.42%-137.3pp | 122.10%-111.0pp | 478.82%-467.7pp |
| Employer contribution / active EE | $6,667 | $5,875+13.5% | $5,169+29.0% | $4,839+37.8% |
| Participant deferral / active EE | $7,892 | $6,357+24.1% | $5,569+41.7% | $6,342+24.4% |
| Admin fee / account holder | $42,386 | $19,818+113.9% | $16,244+160.9% | $12,315+244.2% |