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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 | $178,481 | $150,447+18.6% | $136,298+30.9% | $147,586+20.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.59% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $3,502 | $5,256-33.4% | $4,696-25.4% | $4,876-28.2% |
| Participant deferral / active EE | $8,674 | $6,631+30.8% | $6,247+38.8% | $5,439+59.5% |
| Admin fee / account holder | $423 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |