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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 | $145,114 | $150,447-3.5% | $136,298+6.5% | $147,586-1.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 13.68% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,370 | $5,256-54.9% | $4,696-49.5% | $4,876-51.4% |
| Participant deferral / active EE | $6,968 | $6,631+5.1% | $6,247+11.5% | $5,439+28.1% |
| Admin fee / account holder | $6,972 | $10,906-36.1% | $9,244-24.6% | $10,886-36.0% |