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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 | $118,369 | $175,257-32.5% | $149,717-20.9% | $139,456-15.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.1pp |
| Annual return | 18.61% | 166.70%-148.1pp | 134.41%-115.8pp | 373.45%-354.8pp |
| Employer contribution / active EE | $9,268 | $5,477+69.2% | $4,820+92.3% | $4,753+95.0% |
| Participant deferral / active EE | $6,882 | $6,521+5.5% | $5,682+21.1% | $6,711+2.5% |
| Admin fee / account holder | $714 | $16,156-95.6% | $13,213-94.6% | $11,407-93.7% |