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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 | $148,159 | $198,461-25.3% | $170,436-13.1% | $147,585+0.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 16.78% | 257.30%-240.5pp | 205.94%-189.2pp | 578.57%-561.8pp |
| Employer contribution / active EE | $2,474 | $6,184-60.0% | $5,433-54.5% | $4,876-49.3% |
| Participant deferral / active EE | $8,228 | $5,629+46.2% | $4,939+66.6% | $5,439+51.3% |
| Admin fee / account holder | $481 | $16,852-97.1% | $13,880-96.5% | $10,885-95.6% |