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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 | $152,694 | $150,447+1.5% | $136,298+12.0% | $147,586+3.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.33% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.3pp |
| Employer contribution / active EE | $7,144 | $5,256+35.9% | $4,696+52.1% | $4,876+46.5% |
| Participant deferral / active EE | $7,935 | $6,631+19.7% | $6,247+27.0% | $5,439+45.9% |
| Admin fee / account holder | $2,246 | $10,906-79.4% | $9,244-75.7% | $10,886-79.4% |