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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 | $130,685 | $176,077-25.8% | $159,455-18.0% | $167,518-22.0% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 12.32% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,127 | $5,298-78.7% | $4,830-76.7% | $4,838-76.7% |
| Participant deferral / active EE | $10,325 | $7,751+33.2% | $7,353+40.4% | $6,342+62.8% |
| Admin fee / account holder | $29,967 | $12,556+138.7% | $10,800+177.5% | $12,312+143.4% |