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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 | $129,149 | $184,000-29.8% | $162,185-20.4% | $152,909-15.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.5%+10.9pp |
| Annual return | 22.67% | 150.80%-128.1pp | 115.61%-92.9pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,788 | $6,370-56.2% | $5,613-50.3% | $4,764-41.5% |
| Participant deferral / active EE | $5,914 | $8,033-26.4% | $7,297-18.9% | $5,851+1.1% |
| Admin fee / account holder | $7,256 | $13,124-44.7% | $10,844-33.1% | $11,601-37.4% |