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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 | $164,848 | $175,231-5.9% | $149,696+10.1% | $139,466+18.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 18.04% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $6,764 | $5,478+23.5% | $4,821+40.3% | $4,754+42.3% |
| Participant deferral / active EE | $3,604 | $6,521-44.7% | $5,682-36.6% | $6,712-46.3% |
| Admin fee / account holder | $2,133 | $16,155-86.8% | $13,212-83.9% | $11,409-81.3% |