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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 | $203,543 | $111,535+82.5% | $105,223+93.4% | $137,256+48.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.76% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,267 | $3,939+8.3% | $3,689+15.7% | $4,156+2.7% |
| Participant deferral / active EE | $9,875 | $5,500+79.5% | $5,072+94.7% | $6,407+54.1% |
| Admin fee / account holder | $2,271 | $9,721-76.6% | $8,859-74.4% | $12,270-81.5% |