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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 | $173,106 | $209,428-17.3% | $178,498-3.0% | $158,950+8.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.46% | 188.78%-174.3pp | 151.09%-136.6pp | 302.91%-288.5pp |
| Employer contribution / active EE | $2,234 | $5,707-60.8% | $5,011-55.4% | $4,762-53.1% |
| Participant deferral / active EE | $4,095 | $5,955-31.2% | $5,202-21.3% | $5,983-31.6% |
| Admin fee / account holder | $1,261 | $17,077-92.6% | $13,985-91.0% | $11,248-88.8% |