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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 | $111,696 | $209,425-46.7% | $178,499-37.4% | $158,966-29.7% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 24.90% | 188.80%-163.9pp | 151.10%-126.2pp | 302.95%-278.0pp |
| Employer contribution / active EE | $4,867 | $5,707-14.7% | $5,011-2.9% | $4,762+2.2% |
| Participant deferral / active EE | $8,202 | $5,955+37.7% | $5,202+57.7% | $5,983+37.1% |
| Admin fee / account holder | $4,699 | $17,078-72.5% | $13,986-66.4% | $11,250-58.2% |