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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 | $145,550 | $209,422-30.5% | $178,503-18.5% | $158,982-8.4% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 14.68% | 188.81%-174.1pp | 151.12%-136.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $4,702 | $5,707-17.6% | $5,011-6.2% | $4,763-1.3% |
| Participant deferral / active EE | $7,108 | $5,955+19.4% | $5,202+36.6% | $5,983+18.8% |
| Admin fee / account holder | $2,999 | $17,079-82.4% | $13,987-78.6% | $11,252-73.4% |