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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 | $96,784 | $150,447-35.7% | $136,298-29.0% | $147,586-34.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.90% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $4,819 | $5,256-8.3% | $4,696+2.6% | $4,876-1.2% |
| Participant deferral / active EE | $12,024 | $6,631+81.3% | $6,247+92.5% | $5,439+121.1% |
| Admin fee / account holder | $521 | $10,906-95.2% | $9,244-94.4% | $10,886-95.2% |