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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 | $152,226 | $198,457-23.3% | $170,435-10.7% | $147,586+3.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.44% | 257.30%-238.9pp | 205.94%-187.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $6,858 | $6,183+10.9% | $5,432+26.2% | $4,876+40.6% |
| Participant deferral / active EE | $3,535 | $5,629-37.2% | $4,939-28.4% | $5,439-35.0% |
| Admin fee / account holder | $11,526 | $16,852-31.6% | $13,881-17.0% | $10,886+5.9% |