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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 | $175,344 | $202,342-13.3% | $172,752+1.5% | $152,897+14.7% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 26.71% | 1029.83%-1003.1pp | 802.97%-776.3pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,737 | $5,858-53.3% | $5,144-46.8% | $4,764-42.5% |
| Participant deferral / active EE | $6,902 | $5,948+16.0% | $5,198+32.8% | $5,851+18.0% |
| Admin fee / account holder | $8,964 | $17,111-47.6% | $13,955-35.8% | $11,599-22.7% |