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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 | $151,390 | $175,259-13.6% | $149,723+1.1% | $139,487+8.5% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 38.30% | 166.82%-128.5pp | 134.50%-96.2pp | 373.84%-335.5pp |
| Employer contribution / active EE | $1,991 | $5,478-63.7% | $4,821-58.7% | $4,755-58.1% |
| Participant deferral / active EE | $7,603 | $6,522+16.6% | $5,682+33.8% | $6,713+13.3% |
| Admin fee / account holder | $376 | $16,158-97.7% | $13,215-97.2% | $11,407-96.7% |