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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 | $150,111 | $159,978-6.2% | $147,041+2.1% | $145,978+2.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 10.65% | 98.36%-87.7pp | 419.21%-408.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,314 | $5,288-75.2% | $4,935-73.4% | $4,662-71.8% |
| Participant deferral / active EE | $7,122 | $8,429-15.5% | $8,071-11.8% | $6,690+6.5% |
| Admin fee / account holder | $3,512 | $15,053-76.7% | $13,006-73.0% | $13,400-73.8% |