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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 | $152,820 | $150,447+1.6% | $136,298+12.1% | $147,586+3.5% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 17.43% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,898 | $5,256-25.8% | $4,696-17.0% | $4,876-20.1% |
| Participant deferral / active EE | $9,219 | $6,631+39.0% | $6,247+47.6% | $5,439+69.5% |
| Admin fee / account holder | $11,076 | $10,906+1.6% | $9,244+19.8% | $10,886+1.8% |