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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 | $155,076 | $198,457-21.9% | $170,435-9.0% | $147,586+5.1% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 16.76% | 257.30%-240.5pp | 205.94%-189.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,875 | $6,183-37.3% | $5,432-28.7% | $4,876-20.5% |
| Participant deferral / active EE | $2,060 | $5,629-63.4% | $4,939-58.3% | $5,439-62.1% |
| Admin fee / account holder | $101,726 | $16,852+503.6% | $13,881+632.9% | $10,886+834.5% |