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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 | $183,968-29.8% | $162,166-20.4% | $152,870-15.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 22.67% | 150.77%-128.1pp | 115.59%-92.9pp | 345.34%-322.7pp |
| Employer contribution / active EE | $2,788 | $6,371-56.2% | $5,614-50.3% | $4,763-41.5% |
| Participant deferral / active EE | $5,914 | $8,034-26.4% | $7,298-19.0% | $5,850+1.1% |
| Admin fee / account holder | $7,256 | $13,121-44.7% | $10,842-33.1% | $11,597-37.4% |