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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 | $161,976 | $171,867-5.8% | $149,721+8.2% | $147,586+9.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 18.18% | 2113.36%-2095.2pp | 1501.67%-1483.5pp | 578.59%-560.4pp |
| Employer contribution / active EE | $9,536 | $6,275+52.0% | $5,444+75.2% | $4,876+95.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,465 | $13,799-53.1% | $11,282-42.7% | $10,886-40.6% |