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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 | $112,481 | $176,105-36.1% | $159,474-29.5% | $167,536-32.9% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 16.22% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $3,166 | $5,299-40.2% | $4,831-34.5% | $4,839-34.6% |
| Participant deferral / active EE | $10,067 | $7,751+29.9% | $7,353+36.9% | $6,342+58.7% |
| Admin fee / account holder | $8,337 | $12,559-33.6% | $10,802-22.8% | $12,315-32.3% |