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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 | $139,660 | $198,457-29.6% | $170,435-18.1% | $147,586-5.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 10.74% | 257.30%-246.6pp | 205.94%-195.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $5,821 | $6,183-5.9% | $5,432+7.2% | $4,876+19.4% |
| Participant deferral / active EE | $8,477 | $5,629+50.6% | $4,939+71.6% | $5,439+55.9% |
| Admin fee / account holder | $33,370 | $16,852+98.0% | $13,881+140.4% | $10,886+206.5% |