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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 | $184,000-21.0% | $162,185-10.3% | $152,909-4.9% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.5%+11.7pp |
| Annual return | 26.35% | 150.80%-124.4pp | 115.61%-89.3pp | 345.46%-319.1pp |
| Employer contribution / active EE | $5,309 | $6,370-16.7% | $5,613-5.4% | $4,764+11.4% |
| Participant deferral / active EE | $7,330 | $8,033-8.7% | $7,297+0.5% | $5,851+25.3% |
| Admin fee / account holder | $806 | $13,124-93.9% | $10,844-92.6% | $11,601-93.1% |