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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 | $131,207 | $217,427-39.7% | $185,837-29.4% | $167,518-21.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.68% | 148.39%-135.7pp | 122.08%-109.4pp | 478.71%-466.0pp |
| Employer contribution / active EE | $1,955 | $5,874-66.7% | $5,168-62.2% | $4,838-59.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,261 | $19,816-7.8% | $16,241+12.4% | $12,312+48.3% |