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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 | $200,053 | $217,427-8.0% | $185,837+7.6% | $167,518+19.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.31% | 148.39%-138.1pp | 122.08%-111.8pp | 478.71%-468.4pp |
| Employer contribution / active EE | $1,736 | $5,874-70.4% | $5,168-66.4% | $4,838-64.1% |
| Participant deferral / active EE | $11,171 | $6,357+75.7% | $5,568+100.6% | $6,342+76.1% |
| Admin fee / account holder | $158,484 | $19,816+699.8% | $16,241+875.8% | $12,312+1187.2% |