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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 | $127,159 | $196,972-35.4% | $182,262-30.2% | $198,609-36.0% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 17.40% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $3,862 | $5,364-28.0% | $5,046-23.5% | $5,055-23.6% |
| Participant deferral / active EE | $5,913 | $8,643-31.6% | $8,276-28.6% | $6,977-15.2% |
| Admin fee / account holder | $6,287 | $18,429-65.9% | $16,712-62.4% | $19,030-67.0% |