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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 | $192,445 | $226,135-14.9% | $182,558+5.4% | $152,909+25.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.5%+7.0pp |
| Annual return | 22.76% | 192.60%-169.8pp | 148.59%-125.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $5,815 | $4,979+16.8% | $4,076+42.7% | $4,764+22.1% |
| Participant deferral / active EE | $6,010 | $6,371-5.7% | $5,526+8.8% | $5,851+2.7% |
| Admin fee / account holder | $27,024 | $10,707+152.4% | $8,594+214.4% | $11,601+133.0% |