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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 | $149,820 | $209,422-28.5% | $178,503-16.1% | $158,982-5.8% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.59% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,130 | $5,707-62.7% | $5,011-57.5% | $4,763-55.3% |
| Participant deferral / active EE | $13,442 | $5,955+125.7% | $5,202+158.4% | $5,983+124.6% |
| Admin fee / account holder | $1,419 | $17,079-91.7% | $13,987-89.9% | $11,252-87.4% |