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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 | $151,334 | $217,432-30.4% | $185,849-18.6% | $167,536-9.7% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 20.25% | 148.42%-128.2pp | 122.10%-101.9pp | 478.82%-458.6pp |
| Employer contribution / active EE | $6,044 | $5,875+2.9% | $5,169+16.9% | $4,839+24.9% |
| Participant deferral / active EE | $3,050 | $6,357-52.0% | $5,569-45.2% | $6,342-51.9% |
| Admin fee / account holder | $5,861 | $19,818-70.4% | $16,244-63.9% | $12,315-52.4% |