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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 | $157,086 | $196,972-20.2% | $182,262-13.8% | $198,609-20.9% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 13.66% | 158.27%-144.6pp | 140.60%-126.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $2,298 | $5,364-57.2% | $5,046-54.5% | $5,055-54.6% |
| Participant deferral / active EE | $5,247 | $8,643-39.3% | $8,276-36.6% | $6,977-24.8% |
| Admin fee / account holder | $685 | $18,429-96.3% | $16,712-95.9% | $19,030-96.4% |