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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 | $138,853 | $198,457-30.0% | $170,435-18.5% | $147,586-5.9% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 18.08% | 257.30%-239.2pp | 205.94%-187.9pp | 578.59%-560.5pp |
| Employer contribution / active EE | $2,308 | $6,183-62.7% | $5,432-57.5% | $4,876-52.7% |
| Participant deferral / active EE | $5,120 | $5,629-9.0% | $4,939+3.7% | $5,439-5.9% |
| Admin fee / account holder | $1,644 | $16,852-90.2% | $13,881-88.2% | $10,886-84.9% |