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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 | $151,909 | $183,988-17.4% | $162,177-6.3% | $152,897-0.6% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.5%+12.5pp |
| Annual return | 26.82% | 150.79%-124.0pp | 115.60%-88.8pp | 345.43%-318.6pp |
| Employer contribution / active EE | $2,041 | $6,370-68.0% | $5,613-63.6% | $4,764-57.1% |
| Participant deferral / active EE | $6,391 | $8,032-20.4% | $7,297-12.4% | $5,851+9.2% |
| Admin fee / account holder | $51,442 | $13,123+292.0% | $10,843+374.4% | $11,599+343.5% |