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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 | $150,243 | $175,231-14.3% | $149,696+0.4% | $139,466+7.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 23.05% | 166.77%-143.7pp | 134.46%-111.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,339 | $5,478-57.3% | $4,821-51.5% | $4,754-50.8% |
| Participant deferral / active EE | $6,089 | $6,521-6.6% | $5,682+7.2% | $6,712-9.3% |
| Admin fee / account holder | $22,080 | $16,155+36.7% | $13,212+67.1% | $11,409+93.5% |