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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 | $113,559 | $209,425-45.8% | $178,499-36.4% | $158,966-28.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.06% | 188.80%-179.7pp | 151.10%-142.0pp | 302.95%-293.9pp |
| Employer contribution / active EE | $2,638 | $5,707-53.8% | $5,011-47.4% | $4,762-44.6% |
| Participant deferral / active EE | $5,832 | $5,955-2.1% | $5,202+12.1% | $5,983-2.5% |
| Admin fee / account holder | $857 | $17,078-95.0% | $13,986-93.9% | $11,250-92.4% |