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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 | $150,350 | $198,457-24.2% | $170,435-11.8% | $147,586+1.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.36% | 257.30%-241.9pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $4,949 | $6,183-20.0% | $5,432-8.9% | $4,876+1.5% |
| Participant deferral / active EE | $8,944 | $5,629+58.9% | $4,939+81.1% | $5,439+64.5% |
| Admin fee / account holder | $8,461 | $16,852-49.8% | $13,881-39.0% | $10,886-22.3% |