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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 | $124,953 | $150,446-16.9% | $136,297-8.3% | $147,585-15.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.86% | 1049.14%-1030.3pp | 5156.19%-5137.3pp | 578.58%-559.7pp |
| Employer contribution / active EE | $9,371 | $5,256+78.3% | $4,696+99.6% | $4,876+92.2% |
| Participant deferral / active EE | $11,974 | $6,631+80.6% | $6,247+91.7% | $5,439+120.2% |
| Admin fee / account holder | $8,993 | $10,906-17.5% | $9,244-2.7% | $10,886-17.4% |