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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 | $137,509 | $226,135-39.2% | $182,558-24.7% | $152,909-10.1% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 16.08% | 192.60%-176.5pp | 148.59%-132.5pp | 345.46%-329.4pp |
| Employer contribution / active EE | $22,611 | $4,979+354.1% | $4,076+454.7% | $4,764+374.6% |
| Participant deferral / active EE | $15,282 | $6,371+139.9% | $5,526+176.6% | $5,851+161.2% |
| Admin fee / account holder | $115,633 | $10,707+980.0% | $8,594+1245.5% | $11,601+896.8% |