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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 | $147,982 | $171,867-13.9% | $149,721-1.2% | $147,586+0.3% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 15.72% | 2113.36%-2097.6pp | 1501.67%-1486.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $6,125 | $6,275-2.4% | $5,444+12.5% | $4,876+25.6% |
| Participant deferral / active EE | $6,248 | $7,270-14.1% | $6,568-4.9% | $5,439+14.9% |
| Admin fee / account holder | $782 | $13,799-94.3% | $11,282-93.1% | $10,886-92.8% |