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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 | $245,520 | $150,447+63.2% | $136,298+80.1% | $147,586+66.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.81% | 1049.15%-1030.3pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,075 | $5,256-79.6% | $4,696-77.1% | $4,876-78.0% |
| Participant deferral / active EE | $8,699 | $6,631+31.2% | $6,247+39.3% | $5,439+60.0% |
| Admin fee / account holder | $884 | $10,906-91.9% | $9,244-90.4% | $10,886-91.9% |