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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 | $122,989 | $198,457-38.0% | $170,435-27.8% | $147,586-16.7% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 15.02% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,453 | $6,183-60.3% | $5,432-54.8% | $4,876-49.7% |
| Participant deferral / active EE | $4,938 | $5,629-12.3% | $4,9390% | $5,439-9.2% |
| Admin fee / account holder | $7,663 | $16,852-54.5% | $13,881-44.8% | $10,886-29.6% |