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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 | $171,598 | $111,535+53.9% | $105,223+63.1% | $137,256+25.0% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.0%-2.8pp | 80.0%-7.7pp |
| Annual return | 15.21% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,766 | $3,939-29.8% | $3,689-25.0% | $4,156-33.5% |
| Participant deferral / active EE | $4,236 | $5,500-23.0% | $5,072-16.5% | $6,407-33.9% |
| Admin fee / account holder | $707 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |