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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 | $126,416 | $196,972-35.8% | $182,262-30.6% | $198,609-36.3% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 15.98% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $5,066 | $5,364-5.6% | $5,046+0.4% | $5,055+0.2% |
| Participant deferral / active EE | $11,002 | $8,643+27.3% | $8,276+32.9% | $6,977+57.7% |
| Admin fee / account holder | $12,628 | $18,429-31.5% | $16,712-24.4% | $19,030-33.6% |