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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 | $131,100 | $209,428-37.4% | $178,498-26.6% | $158,950-17.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.48% | 188.78%-175.3pp | 151.09%-137.6pp | 302.91%-289.4pp |
| Employer contribution / active EE | $8,250 | $5,707+44.6% | $5,011+64.6% | $4,762+73.2% |
| Participant deferral / active EE | $5,884 | $5,955-1.2% | $5,202+13.1% | $5,983-1.7% |
| Admin fee / account holder | $494 | $17,077-97.1% | $13,985-96.5% | $11,248-95.6% |