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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 | $153,723 | $150,447+2.2% | $136,298+12.8% | $147,586+4.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.61% | 1049.15%-1036.5pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,444 | $5,256-34.5% | $4,696-26.7% | $4,876-29.4% |
| Participant deferral / active EE | $7,753 | $6,631+16.9% | $6,247+24.1% | $5,439+42.6% |
| Admin fee / account holder | $1,100 | $10,906-89.9% | $9,244-88.1% | $10,886-89.9% |