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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 | $125,364 | $102,595+22.2% | $94,057+33.3% | $154,746-19.0% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 13.09% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,261 | $5,118-16.8% | $4,709-9.5% | $6,730-36.7% |
| Admin fee / account holder | $8,158 | $7,736+5.5% | $7,244+12.6% | $14,365-43.2% |