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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 | $189,373 | $105,158+80.1% | $94,672+100.0% | $139,487+35.8% |
| Participation rate | 78.3% | 82.4%-4.1pp | 80.8%-2.6pp | 80.3%-2.1pp |
| Annual return | 20.05% | 38.11%-18.1pp | 156.89%-136.8pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,853 | $4,107-30.5% | $3,673-22.3% | $4,755-40.0% |
| Participant deferral / active EE | $6,792 | $7,599-10.6% | $7,417-8.4% | $6,713+1.2% |
| Admin fee / account holder | $5,375 | $8,972-40.1% | $7,222-25.6% | $11,407-52.9% |