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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 | $167,457 | $150,447+11.3% | $136,298+22.9% | $147,586+13.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 12.65% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,249 | $5,256-57.2% | $4,696-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $5,357 | $6,631-19.2% | $6,247-14.3% | $5,439-1.5% |
| Admin fee / account holder | $9,149 | $10,906-16.1% | $9,244-1.0% | $10,886-16.0% |