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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 | $246,674 | $150,447+64.0% | $136,298+81.0% | $147,586+67.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.28% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,455 | $5,256-53.3% | $4,696-47.7% | $4,876-49.6% |
| Participant deferral / active EE | $5,313 | $6,631-19.9% | $6,247-15.0% | $5,439-2.3% |
| Admin fee / account holder | $10,454 | $10,906-4.1% | $9,244+13.1% | $10,886-4.0% |