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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 | $137,003 | $180,459-24.1% | $154,108-11.1% | $135,380+1.2% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | 10.57% | 888.21%-877.6pp | 735.21%-724.6pp | 519.81%-509.2pp |
| Employer contribution / active EE | $4,993 | $6,035-17.3% | $5,298-5.7% | $4,779+4.5% |
| Participant deferral / active EE | $6,864 | $5,806+18.2% | $5,081+35.1% | $5,609+22.4% |
| Admin fee / account holder | $10,584 | $16,145-34.4% | $13,411-21.1% | $10,828-2.3% |