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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 | $114,043 | $209,428-45.5% | $178,498-36.1% | $158,950-28.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.70% | 188.78%-177.1pp | 151.09%-139.4pp | 302.91%-291.2pp |
| Employer contribution / active EE | $4,833 | $5,707-15.3% | $5,011-3.5% | $4,762+1.5% |
| Participant deferral / active EE | $3,817 | $5,955-35.9% | $5,202-26.6% | $5,983-36.2% |
| Admin fee / account holder | $1,651 | $17,077-90.3% | $13,985-88.2% | $11,248-85.3% |