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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 | $126,680 | $198,462-36.2% | $170,439-25.7% | $147,585-14.2% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 19.81% | 257.30%-237.5pp | 205.94%-186.1pp | 578.58%-558.8pp |
| Employer contribution / active EE | $8,238 | $6,184+33.2% | $5,433+51.6% | $4,876+68.9% |
| Participant deferral / active EE | $6,923 | $5,629+23.0% | $4,939+40.2% | $5,439+27.3% |
| Admin fee / account holder | $1,433 | $16,852-91.5% | $13,881-89.7% | $10,886-86.8% |