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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 | $143,943 | $217,432-33.8% | $185,851-22.5% | $167,553-14.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.29% | 148.43%-132.1pp | 122.11%-105.8pp | 478.89%-462.6pp |
| Employer contribution / active EE | $8,602 | $5,874+46.4% | $5,168+66.4% | $4,840+77.7% |
| Participant deferral / active EE | $4,336 | $6,357-31.8% | $5,569-22.1% | $6,343-31.6% |
| Admin fee / account holder | $832 | $19,820-95.8% | $16,245-94.9% | $12,316-93.2% |