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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 | $111,535+34.7% | $105,223+42.8% | $137,256+9.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 11.67% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,183 | $3,939-44.6% | $3,689-40.8% | $4,156-47.5% |
| Participant deferral / active EE | $3,060 | $5,500-44.4% | $5,072-39.7% | $6,407-52.2% |
| Admin fee / account holder | $4,686 | $9,721-51.8% | $8,859-47.1% | $12,270-61.8% |