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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 | $156,918 | $209,422-25.1% | $178,503-12.1% | $158,982-1.3% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 22.27% | 188.81%-166.5pp | 151.12%-128.8pp | 302.99%-280.7pp |
| Employer contribution / active EE | $2,253 | $5,707-60.5% | $5,011-55.0% | $4,763-52.7% |
| Participant deferral / active EE | $4,882 | $5,955-18.0% | $5,202-6.2% | $5,983-18.4% |
| Admin fee / account holder | $2,179 | $17,079-87.2% | $13,987-84.4% | $11,252-80.6% |