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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 | $147,894 | $226,135-34.6% | $182,558-19.0% | $152,909-3.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 20.18% | 192.60%-172.4pp | 148.59%-128.4pp | 345.46%-325.3pp |
| Employer contribution / active EE | $3,629 | $4,979-27.1% | $4,076-11.0% | $4,764-23.8% |
| Participant deferral / active EE | $8,282 | $6,371+30.0% | $5,526+49.9% | $5,851+41.5% |
| Admin fee / account holder | $697 | $10,707-93.5% | $8,594-91.9% | $11,601-94.0% |