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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 | $156,262 | $209,422-25.4% | $178,503-12.5% | $158,982-1.7% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 10.66% | 188.81%-178.2pp | 151.12%-140.5pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,038 | $5,707-64.3% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $6,000 | $5,955+0.8% | $5,202+15.3% | $5,983+0.3% |
| Admin fee / account holder | $38,999 | $17,079+128.3% | $13,987+178.8% | $11,252+246.6% |