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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 | $72,653 | $209,422-65.3% | $178,503-59.3% | $158,982-54.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 15.56% | 188.81%-173.2pp | 151.12%-135.6pp | 302.99%-287.4pp |
| Employer contribution / active EE | $10,132 | $5,707+77.5% | $5,011+102.2% | $4,763+112.7% |
| Participant deferral / active EE | $5,757 | $5,955-3.3% | $5,202+10.7% | $5,983-3.8% |
| Admin fee / account holder | $5,260 | $17,079-69.2% | $13,987-62.4% | $11,252-53.3% |