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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 | $148,407 | $217,432-31.7% | $185,849-20.1% | $167,536-11.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.76% | 148.42%-135.7pp | 122.10%-109.3pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,625 | $5,875-38.3% | $5,169-29.9% | $4,839-25.1% |
| Participant deferral / active EE | $8,055 | $6,357+26.7% | $5,569+44.6% | $6,342+27.0% |
| Admin fee / account holder | $1,904 | $19,818-90.4% | $16,244-88.3% | $12,315-84.5% |