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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 | $143,966 | $209,422-31.3% | $178,503-19.3% | $158,982-9.4% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 11.75% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,177 | $5,707-79.4% | $5,011-76.5% | $4,763-75.3% |
| Participant deferral / active EE | $3,633 | $5,955-39.0% | $5,202-30.2% | $5,983-39.3% |
| Admin fee / account holder | $4,664 | $17,079-72.7% | $13,987-66.7% | $11,252-58.5% |