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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 | $120,475 | $150,447-19.9% | $136,298-11.6% | $147,586-18.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.37% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $10,131 | $5,256+92.7% | $4,696+115.8% | $4,876+107.8% |
| Participant deferral / active EE | $8,497 | $6,631+28.1% | $6,247+36.0% | $5,439+56.2% |
| Admin fee / account holder | $2,021 | $10,906-81.5% | $9,244-78.1% | $10,886-81.4% |