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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 | $160,028-13.4% | $147,080-5.7% | $145,884-5.0% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.31% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $9,306 | $5,286+76.1% | $4,933+88.6% | $4,662+99.6% |
| Participant deferral / active EE | $7,880 | $8,422-6.4% | $8,066-2.3% | $6,690+17.8% |
| Admin fee / account holder | $96,474 | $15,030+541.9% | $12,989+642.7% | $13,392+620.4% |