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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 | $157,067 | $198,457-20.9% | $170,435-7.8% | $147,586+6.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 12.45% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $3,125 | $6,183-49.5% | $5,432-42.5% | $4,876-35.9% |
| Participant deferral / active EE | $5,673 | $5,629+0.8% | $4,939+14.9% | $5,439+4.3% |
| Admin fee / account holder | $19,058 | $16,852+13.1% | $13,881+37.3% | $10,886+75.1% |