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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 | $121,694 | $144,124-15.6% | $117,857+3.3% | $147,585-17.5% |
| Participation rate | 73.9% | 83.4%-9.5pp | 79.7%-5.8pp | 82.8%-8.9pp |
| Annual return | 16.46% | 531.17%-514.7pp | 335.09%-318.6pp | 578.57%-562.1pp |
| Employer contribution / active EE | $1,542 | $4,897-68.5% | $3,786-59.3% | $4,876-68.4% |
| Participant deferral / active EE | $4,463 | $5,316-16.0% | $4,482-0.4% | $5,439-17.9% |
| Admin fee / account holder | $24,651 | $10,886+126.4% | $8,020+207.4% | $10,885+126.5% |