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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 | $125,903 | $209,422-39.9% | $178,503-29.5% | $158,982-20.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.02% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $7,248 | $5,707+27.0% | $5,011+44.6% | $4,763+52.2% |
| Participant deferral / active EE | $7,786 | $5,955+30.7% | $5,202+49.7% | $5,983+30.1% |
| Admin fee / account holder | $1,333 | $17,079-92.2% | $13,987-90.5% | $11,252-88.2% |