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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 | $136,729 | $209,422-34.7% | $178,503-23.4% | $158,982-14.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 17.13% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $8,741 | $5,707+53.2% | $5,011+74.4% | $4,763+83.5% |
| Participant deferral / active EE | $7,682 | $5,955+29.0% | $5,202+47.7% | $5,983+28.4% |
| Admin fee / account holder | $2,563 | $17,079-85.0% | $13,987-81.7% | $11,252-77.2% |