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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 | $143,050 | $209,425-31.7% | $178,499-19.9% | $158,966-10.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 11.72% | 188.80%-177.1pp | 151.10%-139.4pp | 302.95%-291.2pp |
| Employer contribution / active EE | $4,084 | $5,707-28.5% | $5,011-18.5% | $4,762-14.3% |
| Participant deferral / active EE | $12,925 | $5,955+117.0% | $5,202+148.5% | $5,983+116.0% |
| Admin fee / account holder | $7,369 | $17,078-56.9% | $13,986-47.3% | $11,250-34.5% |