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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 | $134,439 | $198,457-32.3% | $170,435-21.1% | $147,586-8.9% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 22.43% | 257.30%-234.9pp | 205.94%-183.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $7,801 | $6,183+26.2% | $5,432+43.6% | $4,876+60.0% |
| Participant deferral / active EE | $2,498 | $5,629-55.6% | $4,939-49.4% | $5,439-54.1% |
| Admin fee / account holder | $345 | $16,852-98.0% | $13,881-97.5% | $10,886-96.8% |