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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 | $139,998 | $144,130-2.9% | $117,860+18.8% | $147,585-5.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 11.53% | 531.20%-519.7pp | 335.10%-323.6pp | 578.58%-567.0pp |
| Employer contribution / active EE | $11,768 | $4,897+140.3% | $3,786+210.8% | $4,876+141.3% |
| Participant deferral / active EE | $6,403 | $5,316+20.4% | $4,482+42.9% | $5,439+17.7% |
| Admin fee / account holder | $10,767 | $10,887-1.1% | $8,021+34.2% | $10,886-1.1% |