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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 | $142,164 | $150,447-5.5% | $136,298+4.3% | $147,586-3.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 13.92% | 1049.15%-1035.2pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,755 | $5,256-47.6% | $4,696-41.3% | $4,876-43.5% |
| Participant deferral / active EE | $7,902 | $6,631+19.2% | $6,247+26.5% | $5,439+45.3% |
| Admin fee / account holder | $3,782 | $10,906-65.3% | $9,244-59.1% | $10,886-65.3% |