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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 | $212,037 | $150,447+40.9% | $136,298+55.6% | $147,586+43.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.98% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $4,531 | $5,256-13.8% | $4,696-3.5% | $4,876-7.1% |
| Participant deferral / active EE | $8,791 | $6,631+32.6% | $6,247+40.7% | $5,439+61.6% |
| Admin fee / account holder | $16,147 | $10,906+48.1% | $9,244+74.7% | $10,886+48.3% |