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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 | $110,740 | $175,257-36.8% | $149,717-26.0% | $139,456-20.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.79% | 166.70%-151.9pp | 134.41%-119.6pp | 373.45%-358.7pp |
| Employer contribution / active EE | $2,168 | $5,477-60.4% | $4,820-55.0% | $4,753-54.4% |
| Participant deferral / active EE | $4,346 | $6,521-33.4% | $5,682-23.5% | $6,711-35.3% |
| Admin fee / account holder | $12,068 | $16,156-25.3% | $13,213-8.7% | $11,407+5.8% |