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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 | $133,863 | $175,231-23.6% | $149,696-10.6% | $139,466-4.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.62% | 166.77%-149.2pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $12,116 | $5,478+121.2% | $4,821+151.3% | $4,754+154.9% |
| Participant deferral / active EE | $3,916 | $6,521-39.9% | $5,682-31.1% | $6,712-41.6% |
| Admin fee / account holder | $18,668 | $16,155+15.6% | $13,212+41.3% | $11,409+63.6% |