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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 | $181,365 | $226,135-19.8% | $182,558-0.7% | $152,909+18.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 18.67% | 192.60%-173.9pp | 148.59%-129.9pp | 345.46%-326.8pp |
| Employer contribution / active EE | $4,879 | $4,979-2.0% | $4,076+19.7% | $4,764+2.4% |
| Participant deferral / active EE | $9,882 | $6,371+55.1% | $5,526+78.8% | $5,851+68.9% |
| Admin fee / account holder | $26,873 | $10,707+151.0% | $8,594+212.7% | $11,601+131.6% |