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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 | $181,716 | $198,457-8.4% | $170,435+6.6% | $147,586+23.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 11.97% | 257.30%-245.3pp | 205.94%-194.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,922 | $6,183-68.9% | $5,432-64.6% | $4,876-60.6% |
| Participant deferral / active EE | $4,071 | $5,629-27.7% | $4,939-17.6% | $5,439-25.1% |
| Admin fee / account holder | $2,360 | $16,852-86.0% | $13,881-83.0% | $10,886-78.3% |