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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 | $138,671 | $160,070-13.4% | $147,117-5.7% | $145,897-5.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 12.30% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,299 | $5,285-56.5% | $4,932-53.4% | $4,663-50.7% |
| Participant deferral / active EE | $5,166 | $8,419-38.6% | $8,065-35.9% | $6,689-22.8% |
| Admin fee / account holder | $4,450 | $15,035-70.4% | $12,993-65.7% | $13,390-66.8% |