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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 | $158,473 | $175,257-9.6% | $149,717+5.8% | $139,456+13.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 14.90% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,715 | $5,477-68.7% | $4,820-64.4% | $4,753-63.9% |
| Participant deferral / active EE | $4,099 | $6,521-37.1% | $5,682-27.9% | $6,711-38.9% |
| Admin fee / account holder | $1,598 | $16,156-90.1% | $13,213-87.9% | $11,407-86.0% |