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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 | $135,200 | $202,342-33.2% | $172,752-21.7% | $152,897-11.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 17.12% | 1029.83%-1012.7pp | 802.97%-785.9pp | 345.43%-328.3pp |
| Employer contribution / active EE | $2,549 | $5,858-56.5% | $5,144-50.4% | $4,764-46.5% |
| Participant deferral / active EE | $6,056 | $5,948+1.8% | $5,198+16.5% | $5,851+3.5% |
| Admin fee / account holder | $14,108 | $17,111-17.5% | $13,955+1.1% | $11,599+21.6% |