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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 | $136,824 | $175,231-21.9% | $149,696-8.6% | $139,466-1.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.57% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $8,334 | $5,478+52.1% | $4,821+72.9% | $4,754+75.3% |
| Participant deferral / active EE | $5,000 | $6,521-23.3% | $5,682-12.0% | $6,712-25.5% |
| Admin fee / account holder | $20,360 | $16,155+26.0% | $13,212+54.1% | $11,409+78.5% |