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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 | $159,940 | $150,447+6.3% | $136,298+17.3% | $147,586+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.88% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,034 | $5,256-42.3% | $4,696-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $8,483 | $6,631+27.9% | $6,247+35.8% | $5,439+56.0% |
| Admin fee / account holder | $16,610 | $10,906+52.3% | $9,244+79.7% | $10,886+52.6% |