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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 | $159,771 | $209,422-23.7% | $178,503-10.5% | $158,982+0.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 13.76% | 188.81%-175.0pp | 151.12%-137.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,325 | $5,707-59.3% | $5,011-53.6% | $4,763-51.2% |
| Participant deferral / active EE | $5,891 | $5,955-1.1% | $5,202+13.2% | $5,983-1.5% |
| Admin fee / account holder | $12,003 | $17,079-29.7% | $13,987-14.2% | $11,252+6.7% |