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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 | $120,284 | $159,934-24.8% | $147,005-18.2% | $145,959-17.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 20.12% | 98.24%-78.1pp | 418.76%-398.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $6,892 | $5,287+30.3% | $4,934+39.7% | $4,661+47.9% |
| Participant deferral / active EE | $14,400 | $8,427+70.9% | $8,070+78.4% | $6,689+115.3% |
| Admin fee / account holder | $1,996 | $15,053-86.7% | $13,006-84.7% | $13,398-85.1% |