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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 | $159,726 | $198,457-19.5% | $170,435-6.3% | $147,586+8.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 10.62% | 257.30%-246.7pp | 205.94%-195.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $2,023 | $6,183-67.3% | $5,432-62.8% | $4,876-58.5% |
| Participant deferral / active EE | $5,139 | $5,629-8.7% | $4,939+4.0% | $5,439-5.5% |
| Admin fee / account holder | $5,801 | $16,852-65.6% | $13,881-58.2% | $10,886-46.7% |