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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 | $163,172 | $150,447+8.5% | $136,298+19.7% | $147,586+10.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 19.27% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $11,663 | $5,256+121.9% | $4,696+148.4% | $4,876+139.2% |
| Participant deferral / active EE | $5,165 | $6,631-22.1% | $6,247-17.3% | $5,439-5.0% |
| Admin fee / account holder | $6,453 | $10,906-40.8% | $9,244-30.2% | $10,886-40.7% |