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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 | $201,687 | $150,447+34.1% | $136,298+48.0% | $147,586+36.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.56% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,487 | $5,256+4.4% | $4,696+16.9% | $4,876+12.5% |
| Participant deferral / active EE | $15,034 | $6,631+126.7% | $6,247+140.6% | $5,439+176.4% |
| Admin fee / account holder | $7,184 | $10,906-34.1% | $9,244-22.3% | $10,886-34.0% |