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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 | $165,470 | $209,405-21.0% | $178,486-7.3% | $158,931+4.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.10% | 188.77%-181.7pp | 151.08%-144.0pp | 302.86%-295.8pp |
| Employer contribution / active EE | $2,501 | $5,707-56.2% | $5,011-50.1% | $4,761-47.5% |
| Participant deferral / active EE | $8,159 | $5,954+37.0% | $5,202+56.8% | $5,982+36.4% |
| Admin fee / account holder | $1,082 | $17,076-93.7% | $13,985-92.3% | $11,247-90.4% |