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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 | $146,778 | $198,457-26.0% | $170,435-13.9% | $147,586-0.5% |
| Participation rate | 70.8% | 88.0%-17.1pp | 83.6%-12.8pp | 82.8%-12.0pp |
| Annual return | 16.19% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,176 | $6,183-0.1% | $5,432+13.7% | $4,876+26.6% |
| Participant deferral / active EE | $6,424 | $5,629+14.1% | $4,939+30.0% | $5,439+18.1% |
| Admin fee / account holder | $2,715 | $16,852-83.9% | $13,881-80.4% | $10,886-75.1% |