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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 | $124,480 | $209,336-40.5% | $197,124-36.9% | $137,256-9.3% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 13.97% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,301 | $6,591-19.6% | $6,227-14.9% | $4,156+27.5% |
| Participant deferral / active EE | $11,986 | $9,614+24.7% | $9,135+31.2% | $6,407+87.1% |
| Admin fee / account holder | $55,277 | $17,308+219.4% | $16,298+239.2% | $12,270+350.5% |