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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 | $184,094 | $150,447+22.4% | $136,298+35.1% | $147,586+24.7% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 21.50% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $4,146 | $5,256-21.1% | $4,696-11.7% | $4,876-15.0% |
| Participant deferral / active EE | $7,654 | $6,631+15.4% | $6,247+22.5% | $5,439+40.7% |
| Admin fee / account holder | $1,391 | $10,906-87.3% | $9,244-85.0% | $10,886-87.2% |