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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 | $149,393 | $150,447-0.7% | $136,298+9.6% | $147,586+1.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 20.51% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $10,530 | $5,256+100.3% | $4,696+124.2% | $4,876+115.9% |
| Participant deferral / active EE | $5,252 | $6,631-20.8% | $6,247-15.9% | $5,439-3.4% |
| Admin fee / account holder | $2,920 | $10,906-73.2% | $9,244-68.4% | $10,886-73.2% |