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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 | $153,797 | $209,428-26.6% | $178,498-13.8% | $158,950-3.2% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 15.66% | 188.78%-173.1pp | 151.09%-135.4pp | 302.91%-287.2pp |
| Employer contribution / active EE | $2,587 | $5,707-54.7% | $5,011-48.4% | $4,762-45.7% |
| Participant deferral / active EE | $4,558 | $5,955-23.5% | $5,202-12.4% | $5,983-23.8% |
| Admin fee / account holder | $1,778 | $17,077-89.6% | $13,985-87.3% | $11,248-84.2% |