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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 | $158,383 | $114,093+38.8% | $96,171+64.7% | $167,536-5.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 11.88% | 190.00%-178.1pp | 192.04%-180.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $583 | $3,429-83.0% | $2,799-79.2% | $4,839-88.0% |
| Participant deferral / active EE | $4,584 | $5,197-11.8% | $4,350+5.4% | $6,342-27.7% |
| Admin fee / account holder | $3,091 | $6,899-55.2% | $5,538-44.2% | $12,315-74.9% |