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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 | $145,393 | $198,461-26.7% | $170,436-14.7% | $147,585-1.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.89% | 257.30%-238.4pp | 205.94%-187.0pp | 578.57%-559.7pp |
| Employer contribution / active EE | $4,390 | $6,184-29.0% | $5,433-19.2% | $4,876-10.0% |
| Participant deferral / active EE | $7,701 | $5,629+36.8% | $4,939+55.9% | $5,439+41.6% |
| Admin fee / account holder | $4,276 | $16,852-74.6% | $13,880-69.2% | $10,885-60.7% |