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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 | $143,313 | $209,888-31.7% | $189,545-24.4% | $167,553-14.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 27.72% | 748.66%-720.9pp | 555.36%-527.6pp | 478.89%-451.2pp |
| Employer contribution / active EE | $13,835 | $6,915+100.1% | $6,162+124.5% | $4,840+185.9% |
| Participant deferral / active EE | $12,191 | $8,934+36.4% | $8,220+48.3% | $6,343+92.2% |
| Admin fee / account holder | $3,254 | $14,300-77.2% | $12,049-73.0% | $12,316-73.6% |