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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 | $168,350 | $150,447+11.9% | $136,298+23.5% | $147,586+14.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.68% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,539 | $5,256-51.7% | $4,696-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $4,853 | $6,631-26.8% | $6,247-22.3% | $5,439-10.8% |
| Admin fee / account holder | $100,000 | $10,906+816.9% | $9,244+981.8% | $10,886+818.6% |