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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 | $139,587 | $175,257-20.4% | $149,717-6.8% | $139,456+0.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.01% | 166.70%-149.7pp | 134.41%-117.4pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,288 | $5,477-40.0% | $4,820-31.8% | $4,753-30.8% |
| Participant deferral / active EE | $7,976 | $6,521+22.3% | $5,682+40.4% | $6,711+18.8% |
| Admin fee / account holder | $337 | $16,156-97.9% | $13,213-97.5% | $11,407-97.0% |