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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 | $114,022 | $150,447-24.2% | $136,298-16.3% | $147,586-22.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 19.92% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,465 | $5,256-53.1% | $4,696-47.5% | $4,876-49.4% |
| Participant deferral / active EE | $7,859 | $6,631+18.5% | $6,247+25.8% | $5,439+44.5% |
| Admin fee / account holder | $7,877 | $10,906-27.8% | $9,244-14.8% | $10,886-27.6% |