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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 | $127,404 | $209,425-39.2% | $178,499-28.6% | $158,966-19.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.42% | 188.80%-172.4pp | 151.10%-134.7pp | 302.95%-286.5pp |
| Employer contribution / active EE | $2,523 | $5,707-55.8% | $5,011-49.6% | $4,762-47.0% |
| Participant deferral / active EE | $7,303 | $5,955+22.6% | $5,202+40.4% | $5,983+22.1% |
| Admin fee / account holder | $4,399 | $17,078-74.2% | $13,986-68.5% | $11,250-60.9% |