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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 | $166,996 | $171,867-2.8% | $149,721+11.5% | $147,586+13.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 10.11% | 2113.36%-2103.3pp | 1501.67%-1491.6pp | 578.59%-568.5pp |
| Employer contribution / active EE | $12,144 | $6,275+93.5% | $5,444+123.1% | $4,876+149.0% |
| Participant deferral / active EE | $13,743 | $7,270+89.0% | $6,568+109.2% | $5,439+152.7% |
| Admin fee / account holder | $22,189 | $13,799+60.8% | $11,282+96.7% | $10,886+103.8% |