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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 | $171,865-20.1% | $149,718-8.3% | $147,585-6.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 24.53% | 2113.29%-2088.8pp | 1501.67%-1477.1pp | 578.56%-554.0pp |
| Employer contribution / active EE | $16,790 | $6,275+167.6% | $5,445+208.4% | $4,876+244.3% |
| Participant deferral / active EE | $10,312 | $7,270+41.8% | $6,569+57.0% | $5,439+89.6% |
| Admin fee / account holder | $303 | $13,799-97.8% | $11,283-97.3% | $10,885-97.2% |