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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 | $148,263 | $202,345-26.7% | $172,755-14.2% | $152,885-3.0% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 19.11% | 1029.77%-1010.7pp | 802.94%-783.8pp | 345.39%-326.3pp |
| Employer contribution / active EE | $3,173 | $5,858-45.8% | $5,144-38.3% | $4,763-33.4% |
| Participant deferral / active EE | $4,923 | $5,948-17.2% | $5,198-5.3% | $5,851-15.8% |
| Admin fee / account holder | $6,459 | $17,111-62.3% | $13,955-53.7% | $11,598-44.3% |