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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 | $125,536 | $150,447-16.6% | $136,298-7.9% | $147,586-14.9% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 18.36% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $4,456 | $5,256-15.2% | $4,696-5.1% | $4,876-8.6% |
| Participant deferral / active EE | $8,193 | $6,631+23.6% | $6,247+31.2% | $5,439+50.6% |
| Admin fee / account holder | $1,209 | $10,906-88.9% | $9,244-86.9% | $10,886-88.9% |