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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 | $161,776 | $209,847-22.9% | $189,520-14.6% | $167,518-3.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 18.36% | 748.45%-730.1pp | 555.25%-536.9pp | 478.71%-460.3pp |
| Employer contribution / active EE | $9,667 | $6,913+39.8% | $6,161+56.9% | $4,838+99.8% |
| Participant deferral / active EE | $5,646 | $8,934-36.8% | $8,220-31.3% | $6,342-11.0% |
| Admin fee / account holder | $8,172 | $14,295-42.8% | $12,046-32.2% | $12,312-33.6% |