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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 | $216,897 | $150,447+44.2% | $136,298+59.1% | $147,586+47.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 13.97% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $18,990 | $5,256+261.3% | $4,696+304.4% | $4,876+289.4% |
| Participant deferral / active EE | $6,798 | $6,631+2.5% | $6,247+8.8% | $5,439+25.0% |
| Admin fee / account holder | $2,158 | $10,906-80.2% | $9,244-76.7% | $10,886-80.2% |