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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 | $120,801 | $217,432-44.4% | $185,849-35.0% | $167,536-27.9% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.89% | 148.42%-137.5pp | 122.10%-111.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,411 | $5,875-76.0% | $5,169-72.7% | $4,839-70.8% |
| Participant deferral / active EE | $6,739 | $6,357+6.0% | $5,569+21.0% | $6,342+6.3% |
| Admin fee / account holder | $18,709 | $19,818-5.6% | $16,244+15.2% | $12,315+51.9% |