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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 | $112,905 | $175,257-35.6% | $149,717-24.6% | $139,456-19.0% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 19.17% | 166.70%-147.5pp | 134.41%-115.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $4,454 | $5,477-18.7% | $4,820-7.6% | $4,753-6.3% |
| Participant deferral / active EE | $4,836 | $6,521-25.8% | $5,682-14.9% | $6,711-27.9% |
| Admin fee / account holder | $934 | $16,156-94.2% | $13,213-92.9% | $11,407-91.8% |