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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 | $175,396 | $150,447+16.6% | $136,298+28.7% | $147,586+18.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 13.16% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,394 | $5,256-35.4% | $4,696-27.7% | $4,876-30.4% |
| Participant deferral / active EE | $9,037 | $6,631+36.3% | $6,247+44.7% | $5,439+66.2% |
| Admin fee / account holder | $4,263 | $10,906-60.9% | $9,244-53.9% | $10,886-60.8% |