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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 | $140,599 | $171,492-18.0% | $150,734-6.7% | $198,609-29.2% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 21.76% | 804.70%-782.9pp | 600.81%-579.0pp | 202.70%-180.9pp |
| Employer contribution / active EE | $10,580 | $5,470+93.4% | $4,918+115.1% | $5,055+109.3% |
| Participant deferral / active EE | $10,067 | $6,259+60.8% | $5,610+79.5% | $6,977+44.3% |
| Admin fee / account holder | $19,499 | $17,628+10.6% | $14,905+30.8% | $19,030+2.5% |