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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 | $109,964 | $134,817-18.4% | $123,973-11.3% | $155,188-29.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 16.87% | 515.49%-498.6pp | 388.13%-371.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,758 | $4,425-37.7% | $4,126-33.1% | $4,248-35.1% |
| Participant deferral / active EE | $4,603 | $5,706-19.3% | $5,247-12.3% | $6,531-29.5% |
| Admin fee / account holder | $1,809 | $13,245-86.3% | $11,799-84.7% | $14,480-87.5% |