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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 | $158,558 | $196,972-19.5% | $182,262-13.0% | $198,609-20.2% |
| Participation rate | 95.8% | 85.7%+10.1pp | 84.2%+11.6pp | 82.4%+13.5pp |
| Annual return | 19.82% | 158.27%-138.5pp | 140.60%-120.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $21,222 | $5,364+295.7% | $5,046+320.6% | $5,055+319.8% |
| Participant deferral / active EE | $13,871 | $8,643+60.5% | $8,276+67.6% | $6,977+98.8% |
| Admin fee / account holder | $2,947 | $18,429-84.0% | $16,712-82.4% | $19,030-84.5% |