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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 | $194,633 | $150,447+29.4% | $136,298+42.8% | $147,586+31.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.73% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.9pp |
| Employer contribution / active EE | $6,607 | $5,256+25.7% | $4,696+40.7% | $4,876+35.5% |
| Participant deferral / active EE | $4,405 | $6,631-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $900 | $10,906-91.8% | $9,244-90.3% | $10,886-91.7% |