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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 | $123,462 | $209,425-41.0% | $178,499-30.8% | $158,966-22.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 7.16% | 188.80%-181.6pp | 151.10%-143.9pp | 302.95%-295.8pp |
| Employer contribution / active EE | $2,625 | $5,707-54.0% | $5,011-47.6% | $4,762-44.9% |
| Participant deferral / active EE | $3,343 | $5,955-43.9% | $5,202-35.7% | $5,983-44.1% |
| Admin fee / account holder | $24,255 | $17,078+42.0% | $13,986+73.4% | $11,250+115.6% |