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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 | $175,793 | $197,819-11.1% | $155,789+12.8% | $125,389+40.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | 1.17% | 86.73%-85.6pp | 71.54%-70.4pp | 282.24%-281.1pp |
| Employer contribution / active EE | $3,377 | $4,850-30.4% | $3,839-12.0% | $4,866-30.6% |
| Participant deferral / active EE | $2,975 | $5,631-47.2% | $4,798-38.0% | $5,352-44.4% |
| Admin fee / account holder | $34,358 | $9,544+260.0% | $7,477+359.5% | $9,541+260.1% |