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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 | $108,510 | $209,422-48.2% | $178,503-39.2% | $158,982-31.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.60% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $3,625 | $5,707-36.5% | $5,011-27.7% | $4,763-23.9% |
| Participant deferral / active EE | $4,393 | $5,955-26.2% | $5,202-15.6% | $5,983-26.6% |
| Admin fee / account holder | $14,117 | $17,079-17.3% | $13,987+0.9% | $11,252+25.5% |