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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 | $155,175 | $175,259-11.5% | $149,723+3.6% | $139,487+11.2% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 21.77% | 166.82%-145.1pp | 134.50%-112.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $4,844 | $5,478-11.6% | $4,821+0.5% | $4,755+1.9% |
| Participant deferral / active EE | $7,729 | $6,522+18.5% | $5,682+36.0% | $6,713+15.1% |
| Admin fee / account holder | $1,242 | $16,158-92.3% | $13,215-90.6% | $11,407-89.1% |