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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 | $159,148 | $202,342-21.3% | $172,752-7.9% | $152,897+4.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 20.02% | 1029.83%-1009.8pp | 802.97%-783.0pp | 345.43%-325.4pp |
| Employer contribution / active EE | $3,353 | $5,858-42.8% | $5,144-34.8% | $4,764-29.6% |
| Participant deferral / active EE | $8,552 | $5,948+43.8% | $5,198+64.5% | $5,851+46.2% |
| Admin fee / account holder | $14,374 | $17,111-16.0% | $13,955+3.0% | $11,599+23.9% |