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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 | $115,136 | $198,462-42.0% | $170,439-32.4% | $147,585-22.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.19% | 257.30%-246.1pp | 205.94%-194.8pp | 578.58%-567.4pp |
| Employer contribution / active EE | $3,103 | $6,184-49.8% | $5,433-42.9% | $4,876-36.4% |
| Participant deferral / active EE | $5,094 | $5,629-9.5% | $4,939+3.1% | $5,439-6.3% |
| Admin fee / account holder | $36,729 | $16,852+117.9% | $13,881+164.6% | $10,886+237.4% |