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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 | $171,104 | $217,432-21.3% | $185,851-7.9% | $167,553+2.1% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.04% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $19,610 | $5,874+233.8% | $5,168+279.4% | $4,840+305.2% |
| Participant deferral / active EE | $2,562 | $6,357-59.7% | $5,569-54.0% | $6,343-59.6% |
| Admin fee / account holder | $118,101 | $19,820+495.9% | $16,245+627.0% | $12,316+858.9% |