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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 | $175,687 | $150,446+16.8% | $136,297+28.9% | $147,585+19.0% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 14.11% | 1049.14%-1035.0pp | 5156.19%-5142.1pp | 578.58%-564.5pp |
| Employer contribution / active EE | $1,303 | $5,256-75.2% | $4,696-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $3,006 | $6,631-54.7% | $6,247-51.9% | $5,439-44.7% |
| Admin fee / account holder | $2,118 | $10,906-80.6% | $9,244-77.1% | $10,886-80.5% |