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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 | $135,013 | $209,422-35.5% | $178,503-24.4% | $158,982-15.1% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 9.71% | 188.81%-179.1pp | 151.12%-141.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $12,437 | $5,707+117.9% | $5,011+148.2% | $4,763+161.1% |
| Participant deferral / active EE | $6,828 | $5,955+14.7% | $5,202+31.3% | $5,983+14.1% |
| Admin fee / account holder | $898 | $17,079-94.7% | $13,987-93.6% | $11,252-92.0% |