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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 | $193,922 | $202,460-4.2% | $169,385+14.5% | $139,456+39.1% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.2%+1.4pp | 80.3%-1.8pp |
| Annual return | 129.88% | 532.07%-402.2pp | 405.82%-275.9pp | 373.45%-243.6pp |
| Employer contribution / active EE | $1,659 | $4,691-64.6% | $4,012-58.6% | $4,753-65.1% |
| Participant deferral / active EE | $5,805 | $6,938-16.3% | $6,221-6.7% | $6,711-13.5% |
| Admin fee / account holder | $4,555 | $10,719-57.5% | $9,011-49.5% | $11,407-60.1% |