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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 | $126,756 | $160,040-20.8% | $147,096-13.8% | $145,877-13.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.15% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $4,571 | $5,289-13.6% | $4,936-7.4% | $4,663-2.0% |
| Participant deferral / active EE | $10,151 | $8,429+20.4% | $8,071+25.8% | $6,691+51.7% |
| Admin fee / account holder | $32,183 | $15,050+113.8% | $13,005+147.5% | $13,402+140.1% |