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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 | $111,889 | $217,427-48.5% | $185,837-39.8% | $167,518-33.2% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 14.15% | 148.39%-134.2pp | 122.08%-107.9pp | 478.71%-464.6pp |
| Employer contribution / active EE | $5,810 | $5,874-1.1% | $5,168+12.4% | $4,838+20.1% |
| Participant deferral / active EE | $7,879 | $6,357+23.9% | $5,568+41.5% | $6,342+24.2% |
| Admin fee / account holder | $9,321 | $19,816-53.0% | $16,241-42.6% | $12,312-24.3% |