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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 | $214,559 | $150,447+42.6% | $136,298+57.4% | $147,586+45.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 11.52% | 1049.15%-1037.6pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $3,258 | $5,256-38.0% | $4,696-30.6% | $4,876-33.2% |
| Participant deferral / active EE | $8,461 | $6,631+27.6% | $6,247+35.4% | $5,439+55.6% |
| Admin fee / account holder | $9,596 | $10,906-12.0% | $9,244+3.8% | $10,886-11.8% |