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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 | $192,617 | $150,442+28.0% | $136,295+41.3% | $147,585+30.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.81% | 1049.09%-1031.3pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $3,265 | $5,256-37.9% | $4,695-30.5% | $4,876-33.0% |
| Participant deferral / active EE | $8,790 | $6,630+32.6% | $6,247+40.7% | $5,439+61.6% |
| Admin fee / account holder | $416 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |