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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 | $158,405 | $202,342-21.7% | $172,753-8.3% | $152,909+3.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 12.45% | 1029.88%-1017.4pp | 803.00%-790.6pp | 345.46%-333.0pp |
| Employer contribution / active EE | $1,567 | $5,857-73.2% | $5,144-69.5% | $4,764-67.1% |
| Participant deferral / active EE | $8,889 | $5,948+49.4% | $5,198+71.0% | $5,851+51.9% |
| Admin fee / account holder | $1,438 | $17,112-91.6% | $13,956-89.7% | $11,601-87.6% |