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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 | $124,683 | $198,457-37.2% | $170,435-26.8% | $147,586-15.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.21% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $4,636 | $6,183-25.0% | $5,432-14.7% | $4,876-4.9% |
| Participant deferral / active EE | $3,372 | $5,629-40.1% | $4,939-31.7% | $5,439-38.0% |
| Admin fee / account holder | $1,424 | $16,852-91.6% | $13,881-89.7% | $10,886-86.9% |