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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 | $125,161 | $175,231-28.6% | $149,696-16.4% | $139,466-10.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.52% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $6,850 | $5,478+25.0% | $4,821+42.1% | $4,754+44.1% |
| Participant deferral / active EE | $6,179 | $6,521-5.3% | $5,682+8.7% | $6,712-7.9% |
| Admin fee / account holder | $5,127 | $16,155-68.3% | $13,212-61.2% | $11,409-55.1% |