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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 | $154,644 | $138,075+12.0% | $123,552+25.2% | $135,379+14.2% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | 6.40% | 153.70%-147.3pp | 119.20%-112.8pp | 519.79%-513.4pp |
| Employer contribution / active EE | $6,048 | $5,152+17.4% | $4,628+30.7% | $4,779+26.6% |
| Participant deferral / active EE | $3,436 | $6,800-49.5% | $6,426-46.5% | $5,609-38.7% |
| Admin fee / account holder | $1,472 | $10,917-86.5% | $9,285-84.1% | $10,828-86.4% |