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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 | $140,147 | $184,000-23.8% | $162,185-13.6% | $152,909-8.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 14.53% | 150.80%-136.3pp | 115.61%-101.1pp | 345.46%-330.9pp |
| Employer contribution / active EE | $3,589 | $6,370-43.7% | $5,613-36.1% | $4,764-24.7% |
| Participant deferral / active EE | $5,645 | $8,033-29.7% | $7,297-22.6% | $5,851-3.5% |
| Admin fee / account holder | $112,680 | $13,124+758.6% | $10,844+939.1% | $11,601+871.3% |