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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 | $149,404 | $150,445-0.7% | $136,297+9.6% | $147,585+1.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 13.55% | 1049.14%-1035.6pp | 5156.16%-5142.6pp | 578.57%-565.0pp |
| Employer contribution / active EE | $3,533 | $5,256-32.8% | $4,696-24.8% | $4,876-27.6% |
| Participant deferral / active EE | $7,520 | $6,631+13.4% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $6,778 | $10,906-37.8% | $9,244-26.7% | $10,885-37.7% |