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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 | $148,242 | $209,422-29.2% | $178,503-17.0% | $158,982-6.8% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 15.16% | 188.81%-173.6pp | 151.12%-136.0pp | 302.99%-287.8pp |
| Employer contribution / active EE | $3,147 | $5,707-44.9% | $5,011-37.2% | $4,763-33.9% |
| Participant deferral / active EE | $4,314 | $5,955-27.6% | $5,202-17.1% | $5,983-27.9% |
| Admin fee / account holder | $2,435 | $17,079-85.7% | $13,987-82.6% | $11,252-78.4% |