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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 | $137,352 | $162,136-15.3% | $152,301-9.8% | $154,746-11.2% |
| Participation rate | 79.2% | 84.1%-4.9pp | 82.4%-3.3pp | 80.7%-1.5pp |
| Annual return | 13.20% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,977 | $4,890-18.7% | $4,624-14.0% | $4,379-9.2% |
| Participant deferral / active EE | $11,967 | $8,341+43.5% | $8,004+49.5% | $6,730+77.8% |
| Admin fee / account holder | $48,755 | $15,759+209.4% | $14,398+238.6% | $14,365+239.4% |