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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 | $110,255 | $196,972-44.0% | $182,262-39.5% | $198,609-44.5% |
| Participation rate | 93.8% | 85.7%+8.1pp | 84.2%+9.5pp | 82.4%+11.4pp |
| Annual return | 15.12% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $3,316 | $5,364-38.2% | $5,046-34.3% | $5,055-34.4% |
| Participant deferral / active EE | $6,615 | $8,643-23.5% | $8,276-20.1% | $6,977-5.2% |
| Admin fee / account holder | $7,568 | $18,429-58.9% | $16,712-54.7% | $19,030-60.2% |