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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 | $154,535 | $180,749-14.5% | $160,784-3.9% | $137,256+12.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 17.94% | 2234.46%-2216.5pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,309 | $4,155-44.4% | $3,733-38.2% | $4,156-44.4% |
| Participant deferral / active EE | $4,310 | $6,844-37.0% | $6,293-31.5% | $6,407-32.7% |
| Admin fee / account holder | $2,851 | $10,397-72.6% | $9,717-70.7% | $12,270-76.8% |