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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 | $153,920 | $132,634+16.0% | $115,768+33.0% | $137,256+12.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 16.68% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,176 | $3,360-5.5% | $2,940+8.0% | $4,156-23.6% |
| Participant deferral / active EE | $6,199 | $5,619+10.3% | $4,917+26.1% | $6,407-3.2% |
| Admin fee / account holder | $1,493 | $15,028-90.1% | $12,439-88.0% | $12,270-87.8% |