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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 | $151,334 | $156,970-3.6% | $121,210+24.9% | $139,487+8.5% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 14.03% | 1477.10%-1463.1pp | 987.41%-973.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,785 | $5,546-67.8% | $4,171-57.2% | $4,755-62.5% |
| Participant deferral / active EE | $4,135 | $4,849-14.7% | $4,084+1.3% | $6,713-38.4% |
| Admin fee / account holder | $899 | $6,947-87.1% | $5,647-84.1% | $11,407-92.1% |