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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 | $131,327 | $162,136-19.0% | $152,301-13.8% | $154,746-15.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 12.82% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $12,376 | $4,890+153.1% | $4,624+167.6% | $4,379+182.6% |
| Participant deferral / active EE | $4,909 | $8,341-41.1% | $8,004-38.7% | $6,730-27.1% |
| Admin fee / account holder | $49,662 | $15,759+215.1% | $14,398+244.9% | $14,365+245.7% |