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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 | $148,859 | $196,972-24.4% | $182,262-18.3% | $198,609-25.0% |
| Participation rate | 76.2% | 85.7%-9.5pp | 84.2%-8.0pp | 82.4%-6.2pp |
| Annual return | 14.69% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $3,474 | $5,364-35.2% | $5,046-31.2% | $5,055-31.3% |
| Participant deferral / active EE | $7,698 | $8,643-10.9% | $8,276-7.0% | $6,977+10.3% |
| Admin fee / account holder | $119,693 | $18,429+549.5% | $16,712+616.2% | $19,030+529.0% |