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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 | $150,251 | $114,119+31.7% | $107,187+40.2% | $138,895+8.2% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 11.67% | 273.21%-261.5pp | 204.55%-192.9pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,183 | $4,059-46.2% | $3,782-42.3% | $4,194-48.0% |
| Participant deferral / active EE | $3,060 | $5,538-44.7% | $5,096-40.0% | $6,396-52.2% |
| Admin fee / account holder | $4,686 | $10,024-53.2% | $9,162-48.9% | $12,562-62.7% |