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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 | $222,297 | $100,895+120.3% | $90,430+145.8% | $158,950+39.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.41% | 1725.54%-1712.1pp | 1293.73%-1280.3pp | 302.91%-289.5pp |
| Employer contribution / active EE | $3,417 | $3,689-7.4% | $3,262+4.8% | $4,762-28.2% |
| Participant deferral / active EE | $5,835 | $4,347+34.2% | $3,963+47.3% | $5,983-2.5% |
| Admin fee / account holder | $1,455 | $6,505-77.6% | $5,613-74.1% | $11,248-87.1% |