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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 | $185,740 | $209,422-11.3% | $178,503+4.1% | $158,982+16.8% |
| Participation rate | 86.4% | 86.4%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 6.76% | 188.81%-182.0pp | 151.12%-144.4pp | 302.99%-296.2pp |
| Employer contribution / active EE | $8,805 | $5,707+54.3% | $5,011+75.7% | $4,763+84.9% |
| Participant deferral / active EE | $4,468 | $5,955-25.0% | $5,202-14.1% | $5,983-25.3% |
| Admin fee / account holder | $5,642 | $17,079-67.0% | $13,987-59.7% | $11,252-49.9% |