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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 | $147,137 | $160,040-8.1% | $147,0960% | $145,877+0.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.19% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,711 | $5,289-67.6% | $4,936-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $5,790 | $8,429-31.3% | $8,071-28.3% | $6,691-13.5% |
| Admin fee / account holder | $1,182 | $15,050-92.1% | $13,005-90.9% | $13,402-91.2% |