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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 | $148,119 | $198,457-25.4% | $170,435-13.1% | $147,586+0.4% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 18.21% | 257.30%-239.1pp | 205.94%-187.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,205 | $6,183-64.3% | $5,432-59.4% | $4,876-54.8% |
| Participant deferral / active EE | $4,470 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $311 | $16,852-98.2% | $13,881-97.8% | $10,886-97.1% |