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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 | $139,699 | $176,077-20.7% | $159,455-12.4% | $167,518-16.6% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 13.37% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.3pp |
| Employer contribution / active EE | $8,158 | $5,298+54.0% | $4,830+68.9% | $4,838+68.6% |
| Participant deferral / active EE | $16,069 | $7,751+107.3% | $7,353+118.5% | $6,342+153.4% |
| Admin fee / account holder | $9,752 | $12,556-22.3% | $10,800-9.7% | $12,312-20.8% |