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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 | $138,090 | $209,422-34.1% | $178,503-22.6% | $158,982-13.1% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 23.36% | 188.81%-165.4pp | 151.12%-127.8pp | 302.99%-279.6pp |
| Employer contribution / active EE | $3,624 | $5,707-36.5% | $5,011-27.7% | $4,763-23.9% |
| Participant deferral / active EE | $5,998 | $5,955+0.7% | $5,202+15.3% | $5,983+0.2% |
| Admin fee / account holder | $392 | $17,079-97.7% | $13,987-97.2% | $11,252-96.5% |