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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 | $139,794 | $176,071-20.6% | $159,450-12.3% | $167,497-16.5% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 502.45% | 331.79%+170.7pp | 263.60%+238.9pp | 478.62%+23.8pp |
| Employer contribution / active EE | $3,365 | $5,298-36.5% | $4,830-30.3% | $4,838-30.4% |
| Participant deferral / active EE | $6,833 | $7,750-11.8% | $7,352-7.1% | $6,341+7.8% |
| Admin fee / account holder | $22,912 | $12,555+82.5% | $10,800+112.2% | $12,310+86.1% |