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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 | $79,015 | $150,445-47.5% | $136,297-42.0% | $147,585-46.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 16.98% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.6pp |
| Employer contribution / active EE | $9,204 | $5,256+75.1% | $4,696+96.0% | $4,876+88.7% |
| Participant deferral / active EE | $9,510 | $6,631+43.4% | $6,247+52.2% | $5,439+74.9% |
| Admin fee / account holder | $15,823 | $10,906+45.1% | $9,244+71.2% | $10,885+45.4% |