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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 | $176,586 | $183,592-3.8% | $155,574+13.5% | $145,877+21.1% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 19.76% | 61.37%-41.6pp | 64.87%-45.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $7,544 | $5,317+41.9% | $4,676+61.3% | $4,663+61.8% |
| Participant deferral / active EE | $5,186 | $6,466-19.8% | $5,629-7.9% | $6,691-22.5% |
| Admin fee / account holder | $1,513 | $19,316-92.2% | $15,914-90.5% | $13,402-88.7% |