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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 | $191,464 | $226,135-15.3% | $182,558+4.9% | $152,909+25.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 21.71% | 192.60%-170.9pp | 148.59%-126.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,229 | $4,979-55.2% | $4,076-45.3% | $4,764-53.2% |
| Participant deferral / active EE | $5,615 | $6,371-11.9% | $5,526+1.6% | $5,851-4.0% |
| Admin fee / account holder | $7,221 | $10,707-32.6% | $8,594-16.0% | $11,601-37.8% |