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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 | $143,373 | $150,447-4.7% | $136,298+5.2% | $147,586-2.9% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 14.20% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $4,967 | $5,256-5.5% | $4,696+5.8% | $4,876+1.9% |
| Participant deferral / active EE | $7,888 | $6,631+19.0% | $6,247+26.3% | $5,439+45.0% |
| Admin fee / account holder | $2,891 | $10,906-73.5% | $9,244-68.7% | $10,886-73.4% |