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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 | $154,963 | $209,428-26.0% | $178,498-13.2% | $158,950-2.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.40% | 188.78%-174.4pp | 151.09%-136.7pp | 302.91%-288.5pp |
| Employer contribution / active EE | $13,780 | $5,707+141.5% | $5,011+175.0% | $4,762+189.4% |
| Participant deferral / active EE | $7,966 | $5,955+33.8% | $5,202+53.1% | $5,983+33.2% |
| Admin fee / account holder | $1,318 | $17,077-92.3% | $13,985-90.6% | $11,248-88.3% |