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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 | $89,621 | $226,135-60.4% | $182,558-50.9% | $152,909-41.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 20.30% | 192.60%-172.3pp | 148.59%-128.3pp | 345.46%-325.2pp |
| Employer contribution / active EE | $7,561 | $4,979+51.9% | $4,076+85.5% | $4,764+58.7% |
| Participant deferral / active EE | $4,979 | $6,371-21.8% | $5,526-9.9% | $5,851-14.9% |
| Admin fee / account holder | $1,710 | $10,707-84.0% | $8,594-80.1% | $11,601-85.3% |