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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 | $101,166 | $175,231-42.3% | $149,696-32.4% | $139,466-27.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 22.07% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $5,183 | $5,478-5.4% | $4,821+7.5% | $4,754+9.0% |
| Participant deferral / active EE | $11,786 | $6,521+80.7% | $5,682+107.4% | $6,712+75.6% |
| Admin fee / account holder | $9,646 | $16,155-40.3% | $13,212-27.0% | $11,409-15.5% |