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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 | $141,714 | $175,231-19.1% | $149,696-5.3% | $139,466+1.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.15% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,234 | $5,478-59.2% | $4,821-53.7% | $4,754-53.0% |
| Participant deferral / active EE | $8,256 | $6,521+26.6% | $5,682+45.3% | $6,712+23.0% |
| Admin fee / account holder | $2,344 | $16,155-85.5% | $13,212-82.3% | $11,409-79.5% |