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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 | $115,765 | $175,212-33.9% | $149,682-22.7% | $139,427-17.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.49% | 166.63%-143.1pp | 134.35%-110.9pp | 373.27%-349.8pp |
| Employer contribution / active EE | $3,019 | $5,475-44.9% | $4,818-37.3% | $4,752-36.5% |
| Participant deferral / active EE | $8,251 | $6,520+26.6% | $5,681+45.2% | $6,711+22.9% |
| Admin fee / account holder | $775 | $16,150-95.2% | $13,210-94.1% | $11,404-93.2% |