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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 | $149,414 | $177,353-15.8% | $158,226-5.6% | $198,609-24.8% |
| Participation rate | 85.7% | 77.0%+8.7pp | 74.8%+10.9pp | 82.4%+3.3pp |
| Annual return | 21.13% | 599.50%-578.4pp | 501.41%-480.3pp | 202.70%-181.6pp |
| Employer contribution / active EE | $3,231 | $3,239-0.3% | $2,986+8.2% | $5,055-36.1% |
| Participant deferral / active EE | $11,118 | $4,615+140.9% | $4,317+157.6% | $6,977+59.4% |
| Admin fee / account holder | $6,052 | $10,960-44.8% | $10,217-40.8% | $19,030-68.2% |