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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 | $136,343 | $209,422-34.9% | $178,503-23.6% | $158,982-14.2% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 13.24% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $4,941 | $5,707-13.4% | $5,011-1.4% | $4,763+3.7% |
| Participant deferral / active EE | $3,741 | $5,955-37.2% | $5,202-28.1% | $5,983-37.5% |
| Admin fee / account holder | $17,238 | $17,079+0.9% | $13,987+23.2% | $11,252+53.2% |