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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 | $95,442 | $184,000-48.1% | $162,185-41.2% | $152,909-37.6% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.8pp | 82.5%+8.8pp |
| Annual return | 22.91% | 150.80%-127.9pp | 115.61%-92.7pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,687 | $6,370-57.8% | $5,613-52.1% | $4,764-43.6% |
| Participant deferral / active EE | $5,790 | $8,033-27.9% | $7,297-20.7% | $5,851-1.1% |
| Admin fee / account holder | $3,756 | $13,124-71.4% | $10,844-65.4% | $11,601-67.6% |