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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 | $154,959 | $209,405-26.0% | $178,486-13.2% | $158,931-2.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.34% | 188.77%-175.4pp | 151.08%-137.7pp | 302.86%-289.5pp |
| Employer contribution / active EE | $1,881 | $5,707-67.0% | $5,011-62.5% | $4,761-60.5% |
| Participant deferral / active EE | $5,111 | $5,954-14.2% | $5,202-1.7% | $5,982-14.6% |
| Admin fee / account holder | $49,503 | $17,076+189.9% | $13,985+254.0% | $11,247+340.2% |