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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 | $171,906 | $138,076+24.5% | $123,553+39.1% | $135,380+27.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 130.68% | 153.70%-23.0pp | 119.21%+11.5pp | 519.81%-389.1pp |
| Employer contribution / active EE | $6,050 | $5,152+17.4% | $4,628+30.7% | $4,779+26.6% |
| Participant deferral / active EE | $6,117 | $6,800-10.0% | $6,426-4.8% | $5,609+9.1% |
| Admin fee / account holder | $7,043 | $10,917-35.5% | $9,284-24.1% | $10,828-35.0% |