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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 | $129,496 | $144,124-10.1% | $117,857+9.9% | $147,585-12.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 14.41% | 531.17%-516.8pp | 335.09%-320.7pp | 578.57%-564.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,844 | $5,316-27.7% | $4,482-14.2% | $5,439-29.3% |
| Admin fee / account holder | $9,595 | $10,886-11.9% | $8,020+19.6% | $10,885-11.9% |