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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 | $207,311 | $165,399+25.3% | $149,745+38.4% | $158,982+30.4% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 13.34% | 348.34%-335.0pp | 276.72%-263.4pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,926 | $5,105-62.3% | $4,646-58.5% | $4,763-59.6% |
| Participant deferral / active EE | $4,294 | $7,183-40.2% | $6,843-37.2% | $5,983-28.2% |
| Admin fee / account holder | $1,336 | $10,811-87.6% | $9,312-85.6% | $11,252-88.1% |