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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 | $138,650 | $160,040-13.4% | $147,096-5.7% | $145,877-5.0% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.31% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $9,306 | $5,289+75.9% | $4,936+88.5% | $4,663+99.6% |
| Participant deferral / active EE | $7,880 | $8,429-6.5% | $8,071-2.4% | $6,691+17.8% |
| Admin fee / account holder | $96,474 | $15,050+541.0% | $13,005+641.8% | $13,402+619.8% |