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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 | $151,853 | $209,428-27.5% | $178,498-14.9% | $158,950-4.5% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 49.30% | 188.78%-139.5pp | 151.09%-101.8pp | 302.91%-253.6pp |
| Employer contribution / active EE | $3,784 | $5,707-33.7% | $5,011-24.5% | $4,762-20.5% |
| Participant deferral / active EE | $7,821 | $5,955+31.3% | $5,202+50.3% | $5,983+30.7% |
| Admin fee / account holder | $1,435 | $17,077-91.6% | $13,985-89.7% | $11,248-87.2% |