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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 | $160,070-13.4% | $147,117-5.8% | $145,897-5.0% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.31% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $9,306 | $5,285+76.1% | $4,932+88.7% | $4,663+99.6% |
| Participant deferral / active EE | $7,880 | $8,419-6.4% | $8,065-2.3% | $6,689+17.8% |
| Admin fee / account holder | $96,474 | $15,035+541.6% | $12,993+642.5% | $13,390+620.5% |