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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 | $172,125 | $217,427-20.8% | $185,837-7.4% | $167,518+2.8% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 13.73% | 148.39%-134.7pp | 122.08%-108.4pp | 478.71%-465.0pp |
| Employer contribution / active EE | $2,503 | $5,874-57.4% | $5,168-51.6% | $4,838-48.3% |
| Participant deferral / active EE | $6,272 | $6,357-1.3% | $5,568+12.6% | $6,342-1.1% |
| Admin fee / account holder | $9,694 | $19,816-51.1% | $16,241-40.3% | $12,312-21.3% |