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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 | $162,847 | $150,445+8.2% | $136,297+19.5% | $147,585+10.3% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 14.93% | 1049.14%-1034.2pp | 5156.16%-5141.2pp | 578.57%-563.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,569 | $6,631-61.3% | $6,247-58.9% | $5,439-52.8% |
| Admin fee / account holder | $23,558 | $10,906+116.0% | $9,244+154.9% | $10,885+116.4% |