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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 | $136,765 | $150,445-9.1% | $136,297+0.3% | $147,585-7.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.99% | 1049.14%-1028.1pp | 5156.16%-5135.2pp | 578.57%-557.6pp |
| Employer contribution / active EE | $5,537 | $5,256+5.3% | $4,696+17.9% | $4,876+13.5% |
| Participant deferral / active EE | $13,587 | $6,631+104.9% | $6,247+117.5% | $5,439+149.8% |
| Admin fee / account holder | $21,714 | $10,906+99.1% | $9,244+134.9% | $10,885+99.5% |