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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 | $163,388 | $226,105-27.7% | $182,540-10.5% | $152,897+6.9% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.5%-3.9pp |
| Annual return | 16.84% | 192.58%-175.7pp | 148.58%-131.7pp | 345.43%-328.6pp |
| Employer contribution / active EE | $852 | $4,978-82.9% | $4,076-79.1% | $4,764-82.1% |
| Participant deferral / active EE | $4,839 | $6,370-24.0% | $5,525-12.4% | $5,851-17.3% |
| Admin fee / account holder | $2,952 | $10,706-72.4% | $8,593-65.6% | $11,599-74.5% |