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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 | $173,145 | $173,397-0.1% | $135,987+27.3% | $145,877+18.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 10.84% | 1166.18%-1155.3pp | 580.01%-569.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,660 | $5,281-49.6% | $4,214-36.9% | $4,663-42.9% |
| Participant deferral / active EE | $7,313 | $8,710-16.0% | $7,027+4.1% | $6,691+9.3% |
| Admin fee / account holder | $7,580 | $9,663-21.6% | $6,716+12.9% | $13,402-43.4% |