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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 | $186,481 | $209,422-11.0% | $178,503+4.5% | $158,982+17.3% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.42% | 188.81%-182.4pp | 151.12%-144.7pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,419 | $5,707-75.1% | $5,011-71.7% | $4,763-70.2% |
| Participant deferral / active EE | $3,481 | $5,955-41.5% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $1,728 | $17,079-89.9% | $13,987-87.6% | $11,252-84.6% |