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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 | $148,643 | $217,432-31.6% | $185,849-20.0% | $167,536-11.3% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.37% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,510 | $5,875-57.3% | $5,169-51.4% | $4,839-48.1% |
| Participant deferral / active EE | $5,804 | $6,357-8.7% | $5,569+4.2% | $6,342-8.5% |
| Admin fee / account holder | $62,770 | $19,818+216.7% | $16,244+286.4% | $12,315+409.7% |