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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 | $158,719 | $209,425-24.2% | $178,499-11.1% | $158,966-0.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 15.38% | 188.80%-173.4pp | 151.10%-135.7pp | 302.95%-287.6pp |
| Employer contribution / active EE | $7,830 | $5,707+37.2% | $5,011+56.3% | $4,762+64.4% |
| Participant deferral / active EE | $8,972 | $5,955+50.7% | $5,202+72.5% | $5,983+50.0% |
| Admin fee / account holder | $1,012 | $17,078-94.1% | $13,986-92.8% | $11,250-91.0% |