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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 | $139,536 | $175,259-20.4% | $149,723-6.8% | $139,4870% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 16.60% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,695 | $5,478-50.8% | $4,821-44.1% | $4,755-43.3% |
| Participant deferral / active EE | $7,550 | $6,522+15.8% | $5,682+32.9% | $6,713+12.5% |
| Admin fee / account holder | $638 | $16,158-96.1% | $13,215-95.2% | $11,407-94.4% |