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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 | $167,612 | $150,447+11.4% | $136,298+23.0% | $147,586+13.6% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 17.88% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $3,486 | $5,256-33.7% | $4,696-25.8% | $4,876-28.5% |
| Participant deferral / active EE | $4,407 | $6,631-33.5% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $848 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |