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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 | $146,546 | $99,009+48.0% | $86,581+69.3% | $147,585-0.7% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 16.72% | 1312.70%-1296.0pp | 965.06%-948.3pp | 578.58%-561.9pp |
| Employer contribution / active EE | $1,658 | $3,132-47.1% | $2,840-41.6% | $4,876-66.0% |
| Participant deferral / active EE | $4,558 | $3,972+14.7% | $3,609+26.3% | $5,439-16.2% |
| Admin fee / account holder | $1,382 | $5,709-75.8% | $4,904-71.8% | $10,886-87.3% |