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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 | $143,974 | $160,070-10.1% | $147,117-2.1% | $145,897-1.3% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 10.52% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,186 | $5,285-39.7% | $4,932-35.4% | $4,663-31.7% |
| Participant deferral / active EE | $7,363 | $8,419-12.5% | $8,065-8.7% | $6,689+10.1% |
| Admin fee / account holder | $29,891 | $15,035+98.8% | $12,993+130.1% | $13,390+123.2% |