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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 | $188,719 | $198,457-4.9% | $170,435+10.7% | $147,586+27.9% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 14.59% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $3,550 | $6,183-42.6% | $5,432-34.7% | $4,876-27.2% |
| Participant deferral / active EE | $2,862 | $5,629-49.2% | $4,939-42.1% | $5,439-47.4% |
| Admin fee / account holder | $63,979 | $16,852+279.6% | $13,881+360.9% | $10,886+487.7% |