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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 | $133,832 | $144,124-7.1% | $117,857+13.6% | $147,585-9.3% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.7%-3.5pp | 82.8%-6.6pp |
| Annual return | 14.53% | 531.17%-516.6pp | 335.09%-320.6pp | 578.57%-564.0pp |
| Employer contribution / active EE | $1,525 | $4,897-68.9% | $3,786-59.7% | $4,876-68.7% |
| Participant deferral / active EE | $3,296 | $5,316-38.0% | $4,482-26.5% | $5,439-39.4% |
| Admin fee / account holder | $15,174 | $10,886+39.4% | $8,020+89.2% | $10,885+39.4% |