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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 | $143,184 | $102,595+39.6% | $94,057+52.2% | $154,746-7.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 15.41% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,464 | $3,147-21.7% | $2,933-16.0% | $4,379-43.7% |
| Participant deferral / active EE | $5,508 | $5,118+7.6% | $4,709+17.0% | $6,730-18.2% |
| Admin fee / account holder | $8,860 | $7,736+14.5% | $7,244+22.3% | $14,365-38.3% |