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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 | $117,829 | $183,516-35.8% | $155,534-24.2% | $145,884-19.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.54% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $4,752 | $5,315-10.6% | $4,675+1.6% | $4,662+1.9% |
| Participant deferral / active EE | $8,754 | $6,467+35.4% | $5,630+55.5% | $6,690+30.9% |
| Admin fee / account holder | $35,568 | $19,293+84.4% | $15,900+123.7% | $13,392+165.6% |