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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 | $116,246 | $165,399-29.7% | $149,745-22.4% | $158,982-26.9% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 14.78% | 348.34%-333.6pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $6,452 | $5,105+26.4% | $4,646+38.9% | $4,763+35.5% |
| Participant deferral / active EE | $7,833 | $7,183+9.0% | $6,843+14.5% | $5,983+30.9% |
| Admin fee / account holder | $45,352 | $10,811+319.5% | $9,312+387.0% | $11,252+303.1% |