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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 | $142,840 | $183,516-22.2% | $155,534-8.2% | $145,884-2.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.35% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $13,211 | $5,315+148.6% | $4,675+182.6% | $4,662+183.4% |
| Participant deferral / active EE | $9,625 | $6,467+48.8% | $5,630+71.0% | $6,690+43.9% |
| Admin fee / account holder | $955 | $19,293-95.0% | $15,900-94.0% | $13,392-92.9% |