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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 | $152,866 | $150,447+1.6% | $136,298+12.2% | $147,586+3.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.57% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $6,130 | $5,256+16.6% | $4,696+30.6% | $4,876+25.7% |
| Participant deferral / active EE | $6,838 | $6,631+3.1% | $6,247+9.5% | $5,439+25.7% |
| Admin fee / account holder | $319 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |