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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 | $122,747 | $209,422-41.4% | $178,503-31.2% | $158,982-22.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.57% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $5,212 | $5,707-8.7% | $5,011+4.0% | $4,763+9.4% |
| Participant deferral / active EE | $4,883 | $5,955-18.0% | $5,202-6.1% | $5,983-18.4% |
| Admin fee / account holder | $54,820 | $17,079+221.0% | $13,987+291.9% | $11,252+387.2% |