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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 | $174,863 | $209,422-16.5% | $178,503-2.0% | $158,982+10.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.88% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,950 | $5,707-13.3% | $5,011-1.2% | $4,763+3.9% |
| Participant deferral / active EE | $6,237 | $5,955+4.7% | $5,202+19.9% | $5,983+4.2% |
| Admin fee / account holder | $5,009 | $17,079-70.7% | $13,987-64.2% | $11,252-55.5% |