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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 | $215,315 | $150,447+43.1% | $136,298+58.0% | $147,586+45.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 19.53% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.1pp |
| Employer contribution / active EE | $7,277 | $5,256+38.4% | $4,696+55.0% | $4,876+49.2% |
| Participant deferral / active EE | $11,249 | $6,631+69.6% | $6,247+80.1% | $5,439+106.8% |
| Admin fee / account holder | $2,329 | $10,906-78.6% | $9,244-74.8% | $10,886-78.6% |