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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 | $83,334 | $159,934-47.9% | $147,005-43.3% | $145,959-42.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 64.90% | 98.24%-33.3pp | 418.76%-353.9pp | 561.95%-497.0pp |
| Employer contribution / active EE | $8,585 | $5,287+62.4% | $4,934+74.0% | $4,661+84.2% |
| Participant deferral / active EE | $9,839 | $8,427+16.8% | $8,070+21.9% | $6,689+47.1% |
| Admin fee / account holder | $9,053 | $15,053-39.9% | $13,006-30.4% | $13,398-32.4% |