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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 | $219,638 | $175,231+25.3% | $149,696+46.7% | $139,466+57.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 17.14% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,487 | $5,478-54.6% | $4,821-48.4% | $4,754-47.7% |
| Participant deferral / active EE | $3,624 | $6,521-44.4% | $5,682-36.2% | $6,712-46.0% |
| Admin fee / account holder | $34,110 | $16,155+111.1% | $13,212+158.2% | $11,409+199.0% |