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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 | $147,354 | $198,457-25.8% | $170,435-13.5% | $147,586-0.2% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 17.47% | 257.30%-239.8pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $17,609 | $6,183+184.8% | $5,432+224.2% | $4,876+261.1% |
| Participant deferral / active EE | $8,925 | $5,629+58.5% | $4,939+80.7% | $5,439+64.1% |
| Admin fee / account holder | $11,605 | $16,852-31.1% | $13,881-16.4% | $10,886+6.6% |