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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 | $156,032 | $150,447+3.7% | $136,298+14.5% | $147,586+5.7% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 14.62% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $5,112 | $5,256-2.7% | $4,696+8.9% | $4,876+4.8% |
| Participant deferral / active EE | $3,385 | $6,631-49.0% | $6,247-45.8% | $5,439-37.8% |
| Admin fee / account holder | $2,648 | $10,906-75.7% | $9,244-71.4% | $10,886-75.7% |