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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 | $190,309 | $171,867+10.7% | $149,721+27.1% | $147,586+28.9% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 24.24% | 2113.36%-2089.1pp | 1501.67%-1477.4pp | 578.59%-554.4pp |
| Employer contribution / active EE | $14,109 | $6,275+124.9% | $5,444+159.1% | $4,876+189.3% |
| Participant deferral / active EE | $14,138 | $7,270+94.5% | $6,568+115.2% | $5,439+159.9% |
| Admin fee / account holder | $3,891 | $13,799-71.8% | $11,282-65.5% | $10,886-64.3% |