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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 | $122,341 | $175,231-30.2% | $149,696-18.3% | $139,466-12.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.76% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $6,689 | $5,478+22.1% | $4,821+38.8% | $4,754+40.7% |
| Participant deferral / active EE | $3,802 | $6,521-41.7% | $5,682-33.1% | $6,712-43.4% |
| Admin fee / account holder | $107,887 | $16,155+567.8% | $13,212+716.6% | $11,409+845.7% |