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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 | $172,806 | $209,422-17.5% | $178,503-3.2% | $158,982+8.7% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 8.35% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.6pp |
| Employer contribution / active EE | $4,342 | $5,707-23.9% | $5,011-13.3% | $4,763-8.8% |
| Participant deferral / active EE | $8,355 | $5,955+40.3% | $5,202+60.6% | $5,983+39.6% |
| Admin fee / account holder | $6,239 | $17,079-63.5% | $13,987-55.4% | $11,252-44.5% |