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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 | $161,112 | $169,361-4.9% | $129,397+24.5% | $145,877+10.4% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 13.52% | 14395.54%-14382.0pp | 9453.98%-9440.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,039 | $5,542-27.1% | $4,154-2.8% | $4,663-13.4% |
| Participant deferral / active EE | $10,890 | $4,987+118.3% | $4,167+161.3% | $6,691+62.8% |
| Admin fee / account holder | $2,607 | $9,903-73.7% | $7,679-66.1% | $13,402-80.6% |