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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 | $188,476 | $150,447+25.3% | $136,298+38.3% | $147,586+27.7% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 15.45% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $12,845 | $5,256+144.4% | $4,696+173.6% | $4,876+163.4% |
| Participant deferral / active EE | $12,568 | $6,631+89.5% | $6,247+101.2% | $5,439+131.1% |
| Admin fee / account holder | $8,514 | $10,906-21.9% | $9,244-7.9% | $10,886-21.8% |