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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 | $209,422-26.0% | $178,503-13.2% | $158,982-2.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.40% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $13,780 | $5,707+141.5% | $5,011+175.0% | $4,763+189.3% |
| Participant deferral / active EE | $7,966 | $5,955+33.8% | $5,202+53.1% | $5,983+33.1% |
| Admin fee / account holder | $1,318 | $17,079-92.3% | $13,987-90.6% | $11,252-88.3% |