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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 | $208,390 | $150,447+38.5% | $136,298+52.9% | $147,586+41.2% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 15.70% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,185 | $5,256-77.5% | $4,696-74.8% | $4,876-75.7% |
| Participant deferral / active EE | $13,096 | $6,631+97.5% | $6,247+109.6% | $5,439+140.8% |
| Admin fee / account holder | $16,029 | $10,906+47.0% | $9,244+73.4% | $10,886+47.2% |