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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 | $177,419 | $217,432-18.4% | $185,849-4.5% | $167,536+5.9% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.79% | 148.42%-134.6pp | 122.10%-108.3pp | 478.82%-465.0pp |
| Employer contribution / active EE | $8,133 | $5,875+38.4% | $5,169+57.3% | $4,839+68.1% |
| Participant deferral / active EE | $8,767 | $6,357+37.9% | $5,569+57.4% | $6,342+38.2% |
| Admin fee / account holder | $3,197 | $19,818-83.9% | $16,244-80.3% | $12,315-74.0% |