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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 | $208,510 | $160,040+30.3% | $147,096+41.8% | $145,877+42.9% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 11.73% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,588 | $5,289-70.0% | $4,936-67.8% | $4,663-65.9% |
| Participant deferral / active EE | $6,515 | $8,429-22.7% | $8,071-19.3% | $6,691-2.6% |
| Admin fee / account holder | $13,313 | $15,050-11.5% | $13,005+2.4% | $13,402-0.7% |