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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 | $143,543 | $209,422-31.5% | $178,503-19.6% | $158,982-9.7% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 19.23% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $4,487 | $5,707-21.4% | $5,011-10.5% | $4,763-5.8% |
| Participant deferral / active EE | $8,140 | $5,955+36.7% | $5,202+56.5% | $5,983+36.0% |
| Admin fee / account holder | $1,035 | $17,079-93.9% | $13,987-92.6% | $11,252-90.8% |