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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 | $168,992 | $105,145+60.7% | $94,664+78.5% | $139,466+21.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 19.01% | 38.09%-19.1pp | 156.84%-137.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $5,669 | $4,107+38.0% | $3,673+54.3% | $4,754+19.3% |
| Participant deferral / active EE | $12,931 | $7,599+70.2% | $7,417+74.3% | $6,712+92.7% |
| Admin fee / account holder | $1,111 | $8,972-87.6% | $7,222-84.6% | $11,409-90.3% |