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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 | $120,794 | $162,136-25.5% | $152,301-20.7% | $154,746-21.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 12.47% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $8,680 | $4,890+77.5% | $4,624+87.7% | $4,379+98.2% |
| Participant deferral / active EE | $8,576 | $8,341+2.8% | $8,004+7.2% | $6,730+27.4% |
| Admin fee / account holder | $152,413 | $15,759+867.1% | $14,398+958.6% | $14,365+961.0% |