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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 | $149,970 | $171,867-12.7% | $149,721+0.2% | $147,586+1.6% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 19.27% | 2113.36%-2094.1pp | 1501.67%-1482.4pp | 578.59%-559.3pp |
| Employer contribution / active EE | $5,368 | $6,275-14.5% | $5,444-1.4% | $4,876+10.1% |
| Participant deferral / active EE | $10,587 | $7,270+45.6% | $6,568+61.2% | $5,439+94.7% |
| Admin fee / account holder | $11,870 | $13,799-14.0% | $11,282+5.2% | $10,886+9.0% |