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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 | $156,816 | $150,447+4.2% | $136,298+15.1% | $147,586+6.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 16.70% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,832 | $5,256-27.1% | $4,696-18.4% | $4,876-21.4% |
| Participant deferral / active EE | $10,132 | $6,631+52.8% | $6,247+62.2% | $5,439+86.3% |
| Admin fee / account holder | $12,969 | $10,906+18.9% | $9,244+40.3% | $10,886+19.1% |