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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 | $151,162 | $150,447+0.5% | $136,298+10.9% | $147,586+2.4% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 12.87% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $5,432 | $5,256+3.3% | $4,696+15.7% | $4,876+11.4% |
| Participant deferral / active EE | $9,114 | $6,631+37.5% | $6,247+45.9% | $5,439+67.6% |
| Admin fee / account holder | $2,642 | $10,906-75.8% | $9,244-71.4% | $10,886-75.7% |