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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 | $125,824 | $209,422-39.9% | $178,503-29.5% | $158,982-20.9% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 8.91% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $3,583 | $5,707-37.2% | $5,011-28.5% | $4,763-24.8% |
| Participant deferral / active EE | $5,300 | $5,955-11.0% | $5,202+1.9% | $5,983-11.4% |
| Admin fee / account holder | $90,392 | $17,079+429.3% | $13,987+546.3% | $11,252+703.4% |