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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 | $157,865 | $150,447+4.9% | $136,298+15.8% | $147,586+7.0% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 17.72% | 1049.15%-1031.4pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,782 | $5,256-47.1% | $4,696-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $7,398 | $6,631+11.6% | $6,247+18.4% | $5,439+36.0% |
| Admin fee / account holder | $3,248 | $10,906-70.2% | $9,244-64.9% | $10,886-70.2% |