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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 | $129,161 | $175,259-26.3% | $149,723-13.7% | $139,487-7.4% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 23.85% | 166.82%-143.0pp | 134.50%-110.6pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,238 | $5,478-77.4% | $4,821-74.3% | $4,755-74.0% |
| Participant deferral / active EE | $5,616 | $6,522-13.9% | $5,682-1.2% | $6,713-16.3% |
| Admin fee / account holder | $4,727 | $16,158-70.7% | $13,215-64.2% | $11,407-58.6% |