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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 | $24,624 | $175,257-85.9% | $149,717-83.6% | $139,456-82.3% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 19.47% | 166.70%-147.2pp | 134.41%-114.9pp | 373.45%-354.0pp |
| Employer contribution / active EE | $6,435 | $5,477+17.5% | $4,820+33.5% | $4,753+35.4% |
| Participant deferral / active EE | $4,701 | $6,521-27.9% | $5,682-17.3% | $6,711-30.0% |
| Admin fee / account holder | $1,840 | $16,156-88.6% | $13,213-86.1% | $11,407-83.9% |