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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 | $138,334 | $183,988-24.8% | $162,177-14.7% | $152,897-9.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 16.65% | 150.79%-134.1pp | 115.60%-99.0pp | 345.43%-328.8pp |
| Employer contribution / active EE | $3,018 | $6,370-52.6% | $5,613-46.2% | $4,764-36.6% |
| Participant deferral / active EE | $5,447 | $8,032-32.2% | $7,297-25.3% | $5,851-6.9% |
| Admin fee / account holder | $961 | $13,123-92.7% | $10,843-91.1% | $11,599-91.7% |