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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 | $156,698 | $209,422-25.2% | $178,503-12.2% | $158,982-1.4% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 31.46% | 188.81%-157.4pp | 151.12%-119.7pp | 302.99%-271.5pp |
| Employer contribution / active EE | $2,040 | $5,707-64.3% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $5,760 | $5,955-3.3% | $5,202+10.7% | $5,983-3.7% |
| Admin fee / account holder | $2,778 | $17,079-83.7% | $13,987-80.1% | $11,252-75.3% |