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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 | $142,847 | $150,447-5.1% | $136,298+4.8% | $147,586-3.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 22.76% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $4,518 | $5,256-14.0% | $4,696-3.8% | $4,876-7.3% |
| Participant deferral / active EE | $9,141 | $6,631+37.9% | $6,247+46.3% | $5,439+68.1% |
| Admin fee / account holder | $24,499 | $10,906+124.6% | $9,244+165.0% | $10,886+125.1% |