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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 | $148,593 | $150,447-1.2% | $136,298+9.0% | $147,586+0.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.21% | 1049.15%-1034.9pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,373 | $5,256-35.8% | $4,696-28.2% | $4,876-30.8% |
| Participant deferral / active EE | $3,335 | $6,631-49.7% | $6,247-46.6% | $5,439-38.7% |
| Admin fee / account holder | $14,125 | $10,906+29.5% | $9,244+52.8% | $10,886+29.8% |