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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 | $160,472 | $150,447+6.7% | $136,298+17.7% | $147,586+8.7% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 21.48% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $3,475 | $5,256-33.9% | $4,696-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $9,725 | $6,631+46.7% | $6,247+55.7% | $5,439+78.8% |
| Admin fee / account holder | $616 | $10,906-94.3% | $9,244-93.3% | $10,886-94.3% |