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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 | $125,332 | $144,130-13.0% | $117,861+6.3% | $147,586-15.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 16.88% | 531.20%-514.3pp | 335.11%-318.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,258 | $4,897-33.5% | $3,786-13.9% | $4,876-33.2% |
| Participant deferral / active EE | $9,010 | $5,316+69.5% | $4,482+101.0% | $5,439+65.7% |
| Admin fee / account holder | $580 | $10,887-94.7% | $8,021-92.8% | $10,886-94.7% |