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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 | $149,154 | $150,442-0.9% | $136,295+9.4% | $147,585+1.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.59% | 1049.09%-1034.5pp | 5155.97%-5141.4pp | 578.56%-564.0pp |
| Employer contribution / active EE | $10,263 | $5,256+95.3% | $4,695+118.6% | $4,876+110.5% |
| Participant deferral / active EE | $13,684 | $6,630+106.4% | $6,247+119.0% | $5,439+151.6% |
| Admin fee / account holder | $6,910 | $10,905-36.6% | $9,243-25.2% | $10,885-36.5% |