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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 | $137,338 | $171,867-20.1% | $149,721-8.3% | $147,586-6.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 24.53% | 2113.36%-2088.8pp | 1501.67%-1477.1pp | 578.59%-554.1pp |
| Employer contribution / active EE | $16,790 | $6,275+167.6% | $5,444+208.4% | $4,876+244.3% |
| Participant deferral / active EE | $10,312 | $7,270+41.8% | $6,568+57.0% | $5,439+89.6% |
| Admin fee / account holder | $303 | $13,799-97.8% | $11,282-97.3% | $10,886-97.2% |