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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 | $158,300 | $209,425-24.4% | $178,499-11.3% | $158,966-0.4% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 11.67% | 188.80%-177.1pp | 151.10%-139.4pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,304 | $5,707-77.1% | $5,011-74.0% | $4,762-72.6% |
| Participant deferral / active EE | $3,456 | $5,955-42.0% | $5,202-33.6% | $5,983-42.2% |
| Admin fee / account holder | $8,899 | $17,078-47.9% | $13,986-36.4% | $11,250-20.9% |