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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 | $119,440 | $209,422-43.0% | $178,503-33.1% | $158,982-24.9% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 11.59% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,247 | $5,707-60.6% | $5,011-55.2% | $4,763-52.8% |
| Participant deferral / active EE | $3,242 | $5,955-45.6% | $5,202-37.7% | $5,983-45.8% |
| Admin fee / account holder | $59,234 | $17,079+246.8% | $13,987+323.5% | $11,252+426.4% |