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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 | $150,442+40.9% | $136,295+55.6% | $147,585+43.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.98% | 1049.09%-1035.1pp | 5155.97%-5142.0pp | 578.56%-564.6pp |
| Employer contribution / active EE | $4,531 | $5,256-13.8% | $4,695-3.5% | $4,876-7.1% |
| Participant deferral / active EE | $8,791 | $6,630+32.6% | $6,247+40.7% | $5,439+61.6% |
| Admin fee / account holder | $16,147 | $10,905+48.1% | $9,243+74.7% | $10,885+48.3% |