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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 | $169,439 | $209,422-19.1% | $178,503-5.1% | $158,982+6.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.14% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,767 | $5,707-51.5% | $5,011-44.8% | $4,763-41.9% |
| Participant deferral / active EE | $6,911 | $5,955+16.0% | $5,202+32.8% | $5,983+15.5% |
| Admin fee / account holder | $877 | $17,079-94.9% | $13,987-93.7% | $11,252-92.2% |