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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 | $176,393 | $209,422-15.8% | $178,503-1.2% | $158,982+11.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 17.10% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $1,313 | $5,707-77.0% | $5,011-73.8% | $4,763-72.4% |
| Participant deferral / active EE | $3,642 | $5,955-38.8% | $5,202-30.0% | $5,983-39.1% |
| Admin fee / account holder | $6,445 | $17,079-62.3% | $13,987-53.9% | $11,252-42.7% |