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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 | $173,701 | $171,867+1.1% | $149,721+16.0% | $147,586+17.7% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 17.11% | 2113.36%-2096.3pp | 1501.67%-1484.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $4,087 | $6,275-34.9% | $5,444-24.9% | $4,876-16.2% |
| Participant deferral / active EE | $8,573 | $7,270+17.9% | $6,568+30.5% | $5,439+57.6% |
| Admin fee / account holder | $576 | $13,799-95.8% | $11,282-94.9% | $10,886-94.7% |