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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 | $163,912 | $150,447+8.9% | $136,298+20.3% | $147,586+11.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.22% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,696-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $8,153 | $6,631+23.0% | $6,247+30.5% | $5,439+49.9% |
| Admin fee / account holder | $4,369 | $10,906-59.9% | $9,244-52.7% | $10,886-59.9% |