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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 | $148,223 | $150,442-1.5% | $136,295+8.8% | $147,585+0.4% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 14.57% | 1049.09%-1034.5pp | 5155.97%-5141.4pp | 578.56%-564.0pp |
| Employer contribution / active EE | $8,019 | $5,256+52.6% | $4,695+70.8% | $4,876+64.4% |
| Participant deferral / active EE | $6,470 | $6,630-2.4% | $6,247+3.6% | $5,439+19.0% |
| Admin fee / account holder | $324 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |