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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 | $140,838 | $148,623-5.2% | $135,974+3.6% | $139,466+1.0% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 13.03% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $3,509 | $5,246-33.1% | $4,859-27.8% | $4,754-26.2% |
| Participant deferral / active EE | $10,766 | $8,103+32.9% | $7,760+38.7% | $6,712+60.4% |
| Admin fee / account holder | $56,849 | $12,406+358.3% | $10,767+428.0% | $11,409+398.3% |