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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 | $144,859 | $171,867-15.7% | $149,716-3.2% | $147,585-1.8% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 18.49% | 2113.36%-2094.9pp | 1501.67%-1483.2pp | 578.58%-560.1pp |
| Employer contribution / active EE | $6,972 | $6,275+11.1% | $5,444+28.1% | $4,876+43.0% |
| Participant deferral / active EE | $8,586 | $7,270+18.1% | $6,568+30.7% | $5,439+57.9% |
| Admin fee / account holder | $19,920 | $13,799+44.4% | $11,282+76.6% | $10,886+83.0% |