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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 | $168,739 | $209,428-19.4% | $178,498-5.5% | $158,950+6.2% |
| Participation rate | 95.8% | 86.4%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 14.09% | 188.78%-174.7pp | 151.09%-137.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $4,017 | $5,707-29.6% | $5,011-19.8% | $4,762-15.6% |
| Participant deferral / active EE | $9,007 | $5,955+51.3% | $5,202+73.1% | $5,983+50.6% |
| Admin fee / account holder | $1,460 | $17,077-91.5% | $13,985-89.6% | $11,248-87.0% |