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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 | $175,573 | $134,817+30.2% | $123,973+41.6% | $155,188+13.1% |
| Participation rate | 73.7% | 79.4%-5.7pp | 76.7%-3.0pp | 80.8%-7.1pp |
| Annual return | 14.08% | 515.49%-501.4pp | 388.13%-374.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $4,243 | $4,425-4.1% | $4,126+2.8% | $4,248-0.1% |
| Participant deferral / active EE | $8,257 | $5,706+44.7% | $5,247+57.4% | $6,531+26.4% |
| Admin fee / account holder | $9,210 | $13,245-30.5% | $11,799-21.9% | $14,480-36.4% |