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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 | $114,786 | $165,399-30.6% | $149,745-23.3% | $158,982-27.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 26.73% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $4,173 | $5,105-18.3% | $4,646-10.2% | $4,763-12.4% |
| Participant deferral / active EE | $5,241 | $7,183-27.0% | $6,843-23.4% | $5,983-12.4% |
| Admin fee / account holder | $5,409 | $10,811-50.0% | $9,312-41.9% | $11,252-51.9% |