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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 | $122,583 | $183,988-33.4% | $162,177-24.4% | $152,897-19.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 21.70% | 150.79%-129.1pp | 115.60%-93.9pp | 345.43%-323.7pp |
| Employer contribution / active EE | $3,905 | $6,370-38.7% | $5,613-30.4% | $4,764-18.0% |
| Participant deferral / active EE | $7,326 | $8,032-8.8% | $7,297+0.4% | $5,851+25.2% |
| Admin fee / account holder | $19,079 | $13,123+45.4% | $10,843+76.0% | $11,599+64.5% |