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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 | $204,933 | $150,447+36.2% | $136,298+50.4% | $147,586+38.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 20.80% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $5,887 | $5,256+12.0% | $4,696+25.4% | $4,876+20.7% |
| Participant deferral / active EE | $10,753 | $6,631+62.2% | $6,247+72.1% | $5,439+97.7% |
| Admin fee / account holder | $751 | $10,906-93.1% | $9,244-91.9% | $10,886-93.1% |