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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 | $209,422-26.0% | $178,503-13.2% | $158,982-2.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.34% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,881 | $5,707-67.0% | $5,011-62.5% | $4,763-60.5% |
| Participant deferral / active EE | $5,111 | $5,955-14.2% | $5,202-1.8% | $5,983-14.6% |
| Admin fee / account holder | $49,503 | $17,079+189.8% | $13,987+253.9% | $11,252+340.0% |