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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 | $113,192 | $150,447-24.8% | $136,298-17.0% | $147,586-23.3% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 13.67% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $13,610 | $5,256+158.9% | $4,696+189.8% | $4,876+179.1% |
| Participant deferral / active EE | $2,703 | $6,631-59.2% | $6,247-56.7% | $5,439-50.3% |
| Admin fee / account holder | $10,488 | $10,906-3.8% | $9,244+13.5% | $10,886-3.7% |