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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 | $147,221 | $175,231-16.0% | $149,696-1.7% | $139,466+5.6% |
| Participation rate | 73.3% | 83.4%-10.1pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 17.86% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,074 | $5,478-62.1% | $4,821-57.0% | $4,754-56.4% |
| Participant deferral / active EE | $7,190 | $6,521+10.3% | $5,682+26.5% | $6,712+7.1% |
| Admin fee / account holder | $8,044 | $16,155-50.2% | $13,212-39.1% | $11,409-29.5% |