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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 | $146,516 | $209,422-30.0% | $178,503-17.9% | $158,982-7.8% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 7.32% | 188.81%-181.5pp | 151.12%-143.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,840 | $5,707-67.8% | $5,011-63.3% | $4,763-61.4% |
| Participant deferral / active EE | $4,014 | $5,955-32.6% | $5,202-22.8% | $5,983-32.9% |
| Admin fee / account holder | $3,143 | $17,079-81.6% | $13,987-77.5% | $11,252-72.1% |