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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 | $176,466 | $198,457-11.1% | $170,435+3.5% | $147,586+19.6% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 17.42% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,996 | $6,183-19.2% | $5,432-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $4,600 | $5,629-18.3% | $4,939-6.9% | $5,439-15.4% |
| Admin fee / account holder | $1,159 | $16,852-93.1% | $13,881-91.7% | $10,886-89.4% |