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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 | $164,358 | $209,874-21.7% | $189,537-13.3% | $167,536-1.9% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 111.77% | 748.61%-636.8pp | 555.34%-443.6pp | 478.82%-367.0pp |
| Employer contribution / active EE | $1,767 | $6,913-74.4% | $6,161-71.3% | $4,839-63.5% |
| Participant deferral / active EE | $5,517 | $8,934-38.2% | $8,220-32.9% | $6,342-13.0% |
| Admin fee / account holder | $765 | $14,299-94.7% | $12,048-93.7% | $12,315-93.8% |