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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 | $183,124 | $209,422-12.6% | $178,503+2.6% | $158,982+15.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 16.87% | 188.81%-171.9pp | 151.12%-134.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $6,423 | $5,707+12.6% | $5,011+28.2% | $4,763+34.9% |
| Participant deferral / active EE | $3,907 | $5,955-34.4% | $5,202-24.9% | $5,983-34.7% |
| Admin fee / account holder | $3,286 | $17,079-80.8% | $13,987-76.5% | $11,252-70.8% |