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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 | $209,428-28.5% | $178,498-16.1% | $158,950-5.7% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.59% | 188.78%-174.2pp | 151.09%-136.5pp | 302.91%-288.3pp |
| Employer contribution / active EE | $2,130 | $5,707-62.7% | $5,011-57.5% | $4,762-55.3% |
| Participant deferral / active EE | $13,442 | $5,955+125.7% | $5,202+158.4% | $5,983+124.7% |
| Admin fee / account holder | $1,419 | $17,077-91.7% | $13,985-89.9% | $11,248-87.4% |