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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 | $129,964 | $150,447-13.6% | $136,298-4.6% | $147,586-11.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.48% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,280 | $5,256+0.5% | $4,696+12.4% | $4,876+8.3% |
| Participant deferral / active EE | $12,413 | $6,631+87.2% | $6,247+98.7% | $5,439+128.2% |
| Admin fee / account holder | $16,903 | $10,906+55.0% | $9,244+82.9% | $10,886+55.3% |