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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 | $192,651 | $144,130+33.7% | $117,861+63.5% | $147,586+30.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 14.85% | 531.20%-516.3pp | 335.11%-320.3pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,529 | $4,897-48.4% | $3,786-33.2% | $4,876-48.1% |
| Participant deferral / active EE | $7,731 | $5,316+45.4% | $4,482+72.5% | $5,439+42.2% |
| Admin fee / account holder | $971 | $10,887-91.1% | $8,021-87.9% | $10,886-91.1% |