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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 | $120,587 | $184,000-34.5% | $162,185-25.6% | $152,909-21.1% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.5%+11.7pp |
| Annual return | 19.66% | 150.80%-131.1pp | 115.61%-96.0pp | 345.46%-325.8pp |
| Employer contribution / active EE | $4,785 | $6,370-24.9% | $5,613-14.7% | $4,764+0.5% |
| Participant deferral / active EE | $6,816 | $8,033-15.1% | $7,297-6.6% | $5,851+16.5% |
| Admin fee / account holder | $13,885 | $13,124+5.8% | $10,844+28.0% | $11,601+19.7% |