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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 | $152,148 | $166,131-8.4% | $164,975-7.8% | $145,877+4.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 9.92% | 100.37%-90.4pp | 70.12%-60.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $4,706 | $5,276-10.8% | $4,343+8.4% | $4,663+0.9% |
| Participant deferral / active EE | $8,985 | $6,962+29.1% | $6,033+48.9% | $6,691+34.3% |
| Admin fee / account holder | $26,057 | $16,648+56.5% | $12,688+105.4% | $13,402+94.4% |