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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 | $211,453 | $150,447+40.5% | $136,298+55.1% | $147,586+43.3% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 12.53% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,402 | $5,256-54.3% | $4,696-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $3,381 | $6,631-49.0% | $6,247-45.9% | $5,439-37.8% |
| Admin fee / account holder | $3,768 | $10,906-65.5% | $9,244-59.2% | $10,886-65.4% |