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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 | $150,975 | $150,447+0.4% | $136,298+10.8% | $147,586+2.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.87% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $5,267 | $5,256+0.2% | $4,696+12.2% | $4,876+8.0% |
| Participant deferral / active EE | $9,410 | $6,631+41.9% | $6,247+50.6% | $5,439+73.0% |
| Admin fee / account holder | $2,330 | $10,906-78.6% | $9,244-74.8% | $10,886-78.6% |