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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 | $132,022 | $144,130-8.4% | $117,861+12.0% | $147,586-10.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 17.50% | 531.20%-513.7pp | 335.11%-317.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,707 | $4,897-65.2% | $3,786-54.9% | $4,876-65.0% |
| Participant deferral / active EE | $5,176 | $5,316-2.6% | $4,482+15.5% | $5,439-4.8% |
| Admin fee / account holder | $48,031 | $10,887+341.2% | $8,021+498.8% | $10,886+341.2% |