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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 | $171,985 | $198,457-13.3% | $170,435+0.9% | $147,586+16.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.26% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,664 | $6,183-40.7% | $5,432-32.6% | $4,876-24.9% |
| Participant deferral / active EE | $7,696 | $5,629+36.7% | $4,939+55.8% | $5,439+41.5% |
| Admin fee / account holder | $14,400 | $16,852-14.6% | $13,881+3.7% | $10,886+32.3% |