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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 | $102,340 | $125,237-18.3% | $105,608-3.1% | $145,877-29.8% |
| Participation rate | 82.6% | 77.7%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 14.27% | 225.76%-211.5pp | 116.50%-102.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,531 | $3,720-5.1% | $3,167+11.5% | $4,663-24.3% |
| Participant deferral / active EE | $7,523 | $5,711+31.7% | $5,010+50.2% | $6,691+12.4% |
| Admin fee / account holder | $33,209 | $17,287+92.1% | $11,028+201.1% | $13,402+147.8% |