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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 | $180,973 | $148,623+21.8% | $135,974+33.1% | $139,466+29.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.38% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,694 | $5,246-67.7% | $4,859-65.1% | $4,754-64.4% |
| Participant deferral / active EE | $4,053 | $8,103-50.0% | $7,760-47.8% | $6,712-39.6% |
| Admin fee / account holder | $4,519 | $12,406-63.6% | $10,767-58.0% | $11,409-60.4% |