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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 | $209,428-34.7% | $178,498-23.4% | $158,950-14.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.13% | 188.78%-171.7pp | 151.09%-134.0pp | 302.91%-285.8pp |
| Employer contribution / active EE | $8,741 | $5,707+53.2% | $5,011+74.4% | $4,762+83.6% |
| Participant deferral / active EE | $7,682 | $5,955+29.0% | $5,202+47.7% | $5,983+28.4% |
| Admin fee / account holder | $2,563 | $17,077-85.0% | $13,985-81.7% | $11,248-77.2% |