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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 | $180,406 | $150,446+19.9% | $136,297+32.4% | $147,585+22.2% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 17.46% | 1049.14%-1031.7pp | 5156.19%-5138.7pp | 578.58%-561.1pp |
| Employer contribution / active EE | $1,838 | $5,256-65.0% | $4,696-60.9% | $4,876-62.3% |
| Participant deferral / active EE | $4,353 | $6,631-34.4% | $6,247-30.3% | $5,439-20.0% |
| Admin fee / account holder | $639 | $10,906-94.1% | $9,244-93.1% | $10,886-94.1% |