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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 | $123,345 | $209,425-41.1% | $178,499-30.9% | $158,966-22.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.70% | 188.80%-179.1pp | 151.10%-141.4pp | 302.95%-293.2pp |
| Employer contribution / active EE | $7,986 | $5,707+39.9% | $5,011+59.4% | $4,762+67.7% |
| Participant deferral / active EE | $5,518 | $5,955-7.3% | $5,202+6.1% | $5,983-7.8% |
| Admin fee / account holder | $1,594 | $17,078-90.7% | $13,986-88.6% | $11,250-85.8% |