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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 | $216,726 | $150,442+44.1% | $136,295+59.0% | $147,585+46.8% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 16.53% | 1049.09%-1032.6pp | 5155.97%-5139.4pp | 578.56%-562.0pp |
| Employer contribution / active EE | $6,857 | $5,256+30.4% | $4,695+46.0% | $4,876+40.6% |
| Participant deferral / active EE | $8,500 | $6,630+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $1,217 | $10,905-88.8% | $9,243-86.8% | $10,885-88.8% |