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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 | $139,889 | $171,867-18.6% | $149,721-6.6% | $147,586-5.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 12.62% | 2113.36%-2100.7pp | 1501.67%-1489.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $6,733 | $6,275+7.3% | $5,444+23.7% | $4,876+38.1% |
| Participant deferral / active EE | $6,950 | $7,270-4.4% | $6,568+5.8% | $5,439+27.8% |
| Admin fee / account holder | $15,633 | $13,799+13.3% | $11,282+38.6% | $10,886+43.6% |