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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 | $39,809 | $175,257-77.3% | $149,717-73.4% | $139,456-71.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.54% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-357.9pp |
| Employer contribution / active EE | $6,343 | $5,477+15.8% | $4,820+31.6% | $4,753+33.5% |
| Participant deferral / active EE | $6,343 | $6,521-2.7% | $5,682+11.6% | $6,711-5.5% |
| Admin fee / account holder | $848 | $16,156-94.8% | $13,213-93.6% | $11,407-92.6% |