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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 | $176,120-20.6% | $159,487-12.3% | $167,553-16.6% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 502.45% | 331.95%+170.5pp | 263.71%+238.7pp | 478.89%+23.6pp |
| Employer contribution / active EE | $3,365 | $5,299-36.5% | $4,831-30.3% | $4,840-30.5% |
| Participant deferral / active EE | $6,833 | $7,752-11.8% | $7,354-7.1% | $6,343+7.7% |
| Admin fee / account holder | $22,912 | $12,561+82.4% | $10,804+112.1% | $12,316+86.0% |