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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 | $119,804 | $209,422-42.8% | $178,503-32.9% | $158,982-24.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.03% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $8,145 | $5,707+42.7% | $5,011+62.5% | $4,763+71.0% |
| Participant deferral / active EE | $5,646 | $5,955-5.2% | $5,202+8.5% | $5,983-5.6% |
| Admin fee / account holder | $688 | $17,079-96.0% | $13,987-95.1% | $11,252-93.9% |