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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 | $71,068 | $217,432-67.3% | $185,849-61.8% | $167,536-57.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.70% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $4,064 | $5,875-30.8% | $5,169-21.4% | $4,839-16.0% |
| Participant deferral / active EE | $6,498 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $6,289 | $19,818-68.3% | $16,244-61.3% | $12,315-48.9% |