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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 | $134,822 | $209,422-35.6% | $178,503-24.5% | $158,982-15.2% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 15.41% | 188.81%-173.4pp | 151.12%-135.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $6,994 | $5,707+22.6% | $5,011+39.6% | $4,763+46.8% |
| Participant deferral / active EE | $7,411 | $5,955+24.4% | $5,202+42.4% | $5,983+23.9% |
| Admin fee / account holder | $7,803 | $17,079-54.3% | $13,987-44.2% | $11,252-30.7% |