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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 | $89,712 | $150,447-40.4% | $136,298-34.2% | $147,586-39.2% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 26.00% | 1049.15%-1023.2pp | 5156.27%-5130.3pp | 578.59%-552.6pp |
| Employer contribution / active EE | $4,156 | $5,256-20.9% | $4,696-11.5% | $4,876-14.8% |
| Participant deferral / active EE | $11,858 | $6,631+78.8% | $6,247+89.8% | $5,439+118.0% |
| Admin fee / account holder | $1,390 | $10,906-87.3% | $9,244-85.0% | $10,886-87.2% |