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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 | $160,040-10.0% | $147,096-2.1% | $145,877-1.3% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 10.52% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,186 | $5,289-39.8% | $4,936-35.5% | $4,663-31.7% |
| Participant deferral / active EE | $7,363 | $8,429-12.6% | $8,071-8.8% | $6,691+10.1% |
| Admin fee / account holder | $29,891 | $15,050+98.6% | $13,005+129.8% | $13,402+123.0% |