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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 | $155,599 | $198,457-21.6% | $170,435-8.7% | $147,586+5.4% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 13.81% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,877 | $6,183-53.5% | $5,432-47.0% | $4,876-41.0% |
| Participant deferral / active EE | $4,894 | $5,629-13.1% | $4,939-0.9% | $5,439-10.0% |
| Admin fee / account holder | $2,027 | $16,852-88.0% | $13,881-85.4% | $10,886-81.4% |