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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 | $147,525 | $72,465+103.6% | $67,575+118.3% | $145,884+1.1% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 12.15% | 7222.56%-7210.4pp | 3528.98%-3516.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $5,879 | $3,074+91.3% | $2,736+114.9% | $4,662+26.1% |
| Participant deferral / active EE | $4,713 | $4,786-1.5% | $4,003+17.7% | $6,690-29.5% |
| Admin fee / account holder | $679 | $5,515-87.7% | $3,993-83.0% | $13,392-94.9% |