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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 | $144,810 | $209,428-30.9% | $178,498-18.9% | $158,950-8.9% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 19.54% | 188.78%-169.2pp | 151.09%-131.6pp | 302.91%-283.4pp |
| Employer contribution / active EE | $3,169 | $5,707-44.5% | $5,011-36.8% | $4,762-33.4% |
| Participant deferral / active EE | $7,612 | $5,955+27.8% | $5,202+46.3% | $5,983+27.2% |
| Admin fee / account holder | $6,180 | $17,077-63.8% | $13,985-55.8% | $11,248-45.1% |