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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 | $187,330 | $150,446+24.5% | $136,297+37.4% | $147,585+26.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.91% | 1049.14%-1030.2pp | 5156.19%-5137.3pp | 578.58%-559.7pp |
| Employer contribution / active EE | $29,573 | $5,256+462.6% | $4,696+529.8% | $4,876+506.4% |
| Participant deferral / active EE | $11,205 | $6,631+69.0% | $6,247+79.4% | $5,439+106.0% |
| Admin fee / account holder | $2,021 | $10,906-81.5% | $9,244-78.1% | $10,886-81.4% |