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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 | $139,635 | $209,422-33.3% | $178,503-21.8% | $158,982-12.2% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 21.87% | 188.81%-166.9pp | 151.12%-129.3pp | 302.99%-281.1pp |
| Employer contribution / active EE | $8,812 | $5,707+54.4% | $5,011+75.8% | $4,763+85.0% |
| Participant deferral / active EE | $5,866 | $5,955-1.5% | $5,202+12.8% | $5,983-2.0% |
| Admin fee / account holder | $10,336 | $17,079-39.5% | $13,987-26.1% | $11,252-8.1% |