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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 | $209,422-37.4% | $178,503-26.6% | $158,982-17.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.48% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $8,250 | $5,707+44.6% | $5,011+64.6% | $4,763+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 | $17,079-97.1% | $13,987-96.5% | $11,252-95.6% |