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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 | $155,138 | $198,457-21.8% | $170,435-9.0% | $147,586+5.1% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 19.07% | 257.30%-238.2pp | 205.94%-186.9pp | 578.59%-559.5pp |
| Employer contribution / active EE | $3,022 | $6,183-51.1% | $5,432-44.4% | $4,876-38.0% |
| Participant deferral / active EE | $4,939 | $5,629-12.3% | $4,9390% | $5,439-9.2% |
| Admin fee / account holder | $7,626 | $16,852-54.7% | $13,881-45.1% | $10,886-29.9% |