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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 | $127,561 | $217,432-41.3% | $185,849-31.4% | $167,536-23.9% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 98.43% | 148.42%-50.0pp | 122.10%-23.7pp | 478.82%-380.4pp |
| Employer contribution / active EE | $5,517 | $5,875-6.1% | $5,169+6.7% | $4,839+14.0% |
| Participant deferral / active EE | $9,758 | $6,357+53.5% | $5,569+75.2% | $6,342+53.9% |
| Admin fee / account holder | $13,411 | $19,818-32.3% | $16,244-17.4% | $12,315+8.9% |