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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 | $136,090 | $171,867-20.8% | $149,721-9.1% | $147,586-7.8% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 22.16% | 2113.36%-2091.2pp | 1501.67%-1479.5pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,105 | $6,275-50.5% | $5,444-43.0% | $4,876-36.3% |
| Participant deferral / active EE | $5,680 | $7,270-21.9% | $6,568-13.5% | $5,439+4.4% |
| Admin fee / account holder | $12,228 | $13,799-11.4% | $11,282+8.4% | $10,886+12.3% |