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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 | $111,649 | $102,595+8.8% | $94,057+18.7% | $154,746-27.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 12.92% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,592 | $3,147-49.4% | $2,933-45.7% | $4,379-63.6% |
| Participant deferral / active EE | $2,527 | $5,118-50.6% | $4,709-46.3% | $6,730-62.5% |
| Admin fee / account holder | $80,990 | $7,736+946.9% | $7,244+1018.0% | $14,365+463.8% |