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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 | $83,957 | $198,457-57.7% | $170,435-50.7% | $147,586-43.1% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 18.75% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,286 | $6,183-46.9% | $5,432-39.5% | $4,876-32.6% |
| Participant deferral / active EE | $7,651 | $5,629+35.9% | $4,939+54.9% | $5,439+40.7% |
| Admin fee / account holder | $11,112 | $16,852-34.1% | $13,881-19.9% | $10,886+2.1% |