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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 | $125,287 | $176,071-28.8% | $159,450-21.4% | $167,497-25.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 11.02% | 331.79%-320.8pp | 263.60%-252.6pp | 478.62%-467.6pp |
| Employer contribution / active EE | $5,216 | $5,298-1.6% | $4,830+8.0% | $4,838+7.8% |
| Participant deferral / active EE | $9,662 | $7,750+24.7% | $7,352+31.4% | $6,341+52.4% |
| Admin fee / account holder | $86,916 | $12,555+592.3% | $10,800+704.8% | $12,310+606.0% |