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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 | $143,719 | $184,000-21.9% | $162,185-11.4% | $152,909-6.0% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.5%+12.5pp |
| Annual return | 20.73% | 150.80%-130.1pp | 115.61%-94.9pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,613 | $6,370-74.7% | $5,613-71.3% | $4,764-66.1% |
| Participant deferral / active EE | $7,462 | $8,033-7.1% | $7,297+2.3% | $5,851+27.5% |
| Admin fee / account holder | $6,009 | $13,124-54.2% | $10,844-44.6% | $11,601-48.2% |