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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 | $177,290 | $150,446+17.8% | $136,297+30.1% | $147,585+20.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.29% | 1049.14%-1031.9pp | 5156.19%-5138.9pp | 578.58%-561.3pp |
| Employer contribution / active EE | $2,737 | $5,256-47.9% | $4,696-41.7% | $4,876-43.9% |
| Participant deferral / active EE | $6,021 | $6,631-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $903 | $10,906-91.7% | $9,244-90.2% | $10,886-91.7% |