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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 | $146,645 | $209,422-30.0% | $178,503-17.8% | $158,982-7.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.07% | 188.81%-179.7pp | 151.12%-142.1pp | 302.99%-293.9pp |
| Employer contribution / active EE | $2,917 | $5,707-48.9% | $5,011-41.8% | $4,763-38.8% |
| Participant deferral / active EE | $5,907 | $5,955-0.8% | $5,202+13.6% | $5,983-1.3% |
| Admin fee / account holder | $30,894 | $17,079+80.9% | $13,987+120.9% | $11,252+174.6% |