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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 | $145,437 | $183,968-20.9% | $162,166-10.3% | $152,870-4.9% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 26.35% | 150.77%-124.4pp | 115.59%-89.2pp | 345.34%-319.0pp |
| Employer contribution / active EE | $5,309 | $6,371-16.7% | $5,614-5.4% | $4,763+11.5% |
| Participant deferral / active EE | $7,330 | $8,034-8.8% | $7,298+0.4% | $5,850+25.3% |
| Admin fee / account holder | $806 | $13,121-93.9% | $10,842-92.6% | $11,597-93.0% |