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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 | $132,213 | $138,076-4.2% | $123,553+7.0% | $135,380-2.3% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 7.59% | 153.70%-146.1pp | 119.21%-111.6pp | 519.81%-512.2pp |
| Employer contribution / active EE | $4,649 | $5,152-9.8% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $8,148 | $6,800+19.8% | $6,426+26.8% | $5,609+45.3% |
| Admin fee / account holder | $9,042 | $10,917-17.2% | $9,284-2.6% | $10,828-16.5% |