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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 | $148,821 | $150,447-1.1% | $136,298+9.2% | $147,586+0.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.43% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,772 | $5,256-66.3% | $4,696-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $10,049 | $6,631+51.6% | $6,247+60.9% | $5,439+84.8% |
| Admin fee / account holder | $31,703 | $10,906+190.7% | $9,244+243.0% | $10,886+191.2% |