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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 | $152,029 | $202,342-24.9% | $172,753-12.0% | $152,909-0.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 15.97% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.5pp |
| Employer contribution / active EE | $15,363 | $5,857+162.3% | $5,144+198.7% | $4,764+222.5% |
| Participant deferral / active EE | $7,851 | $5,948+32.0% | $5,198+51.1% | $5,851+34.2% |
| Admin fee / account holder | $20,438 | $17,112+19.4% | $13,956+46.5% | $11,601+76.2% |