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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 | $144,175 | $209,422-31.2% | $178,503-19.2% | $158,982-9.3% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 35.51% | 188.81%-153.3pp | 151.12%-115.6pp | 302.99%-267.5pp |
| Employer contribution / active EE | $5,517 | $5,707-3.3% | $5,011+10.1% | $4,763+15.8% |
| Participant deferral / active EE | $6,352 | $5,955+6.7% | $5,202+22.1% | $5,983+6.2% |
| Admin fee / account holder | $1,056 | $17,079-93.8% | $13,987-92.5% | $11,252-90.6% |