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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 | $187,686 | $209,422-10.4% | $178,503+5.1% | $158,982+18.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 8.63% | 188.81%-180.2pp | 151.12%-142.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $2,857 | $5,707-49.9% | $5,011-43.0% | $4,763-40.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,147 | $17,079-87.4% | $13,987-84.7% | $11,252-80.9% |