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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 | $178,657 | $217,432-17.8% | $185,849-3.9% | $167,536+6.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.90% | 148.42%-137.5pp | 122.10%-111.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,839 | $5,875-68.7% | $5,169-64.4% | $4,839-62.0% |
| Participant deferral / active EE | $8,207 | $6,357+29.1% | $5,569+47.4% | $6,342+29.4% |
| Admin fee / account holder | $15,208 | $19,818-23.3% | $16,244-6.4% | $12,315+23.5% |