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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 | $157,370 | $185,225-15.0% | $142,898+10.1% | $167,553-6.1% |
| Participation rate | 90.0% | 78.5%+11.5pp | 72.0%+18.0pp | 82.1%+7.9pp |
| Annual return | 9.56% | 8558.12%-8548.6pp | 5639.64%-5630.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $1,629 | $5,607-70.9% | $4,146-60.7% | $4,840-66.3% |
| Participant deferral / active EE | $1,629 | $4,496-63.8% | $3,838-57.6% | $6,343-74.3% |
| Admin fee / account holder | $12,037 | $8,032+49.9% | $6,560+83.5% | $12,316-2.3% |