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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 | $161,439 | $175,231-7.9% | $149,696+7.8% | $139,466+15.8% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.18% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,960 | $5,478-27.7% | $4,821-17.9% | $4,754-16.7% |
| Participant deferral / active EE | $6,054 | $6,521-7.2% | $5,682+6.5% | $6,712-9.8% |
| Admin fee / account holder | $5,175 | $16,155-68.0% | $13,212-60.8% | $11,409-54.6% |