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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 | $145,263 | $150,445-3.4% | $136,297+6.6% | $147,585-1.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.93% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.6pp |
| Employer contribution / active EE | $1,247 | $5,256-76.3% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $9,110 | $6,631+37.4% | $6,247+45.8% | $5,439+67.5% |
| Admin fee / account holder | $585 | $10,906-94.6% | $9,244-93.7% | $10,885-94.6% |