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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 | $196,972-33.3% | $182,262-27.9% | $198,609-33.9% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 12.82% | 158.27%-145.5pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $12,376 | $5,364+130.8% | $5,046+145.3% | $5,055+144.8% |
| Participant deferral / active EE | $4,909 | $8,643-43.2% | $8,276-40.7% | $6,977-29.6% |
| Admin fee / account holder | $49,662 | $18,429+169.5% | $16,712+197.2% | $19,030+161.0% |