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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 | $170,396 | $209,840-18.8% | $189,517-10.1% | $167,497+1.7% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 24.74% | 748.35%-723.6pp | 555.19%-530.5pp | 478.62%-453.9pp |
| Employer contribution / active EE | $3,743 | $6,914-45.9% | $6,162-39.2% | $4,838-22.6% |
| Participant deferral / active EE | $9,433 | $8,935+5.6% | $8,221+14.7% | $6,341+48.8% |
| Admin fee / account holder | $812 | $14,294-94.3% | $12,045-93.3% | $12,310-93.4% |