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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 | $150,716 | $202,460-25.6% | $169,385-11.0% | $139,456+8.1% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.2%-7.2pp | 80.3%-10.3pp |
| Annual return | 19.20% | 532.07%-512.9pp | 405.82%-386.6pp | 373.45%-354.2pp |
| Employer contribution / active EE | $2,986 | $4,691-36.4% | $4,012-25.6% | $4,753-37.2% |
| Participant deferral / active EE | $3,567 | $6,938-48.6% | $6,221-42.7% | $6,711-46.8% |
| Admin fee / account holder | $575 | $10,719-94.6% | $9,011-93.6% | $11,407-95.0% |