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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 | $169,929 | $209,422-18.9% | $178,503-4.8% | $158,982+6.9% |
| Participation rate | 70.8% | 86.4%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 8.27% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.7pp |
| Employer contribution / active EE | $1,389 | $5,707-75.7% | $5,011-72.3% | $4,763-70.8% |
| Participant deferral / active EE | $2,549 | $5,955-57.2% | $5,202-51.0% | $5,983-57.4% |
| Admin fee / account holder | $6,119 | $17,079-64.2% | $13,987-56.2% | $11,252-45.6% |