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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 | $142,473 | $150,447-5.3% | $136,298+4.5% | $147,586-3.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.81% | 1049.15%-1034.3pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $6,064 | $5,256+15.4% | $4,696+29.1% | $4,876+24.4% |
| Participant deferral / active EE | $13,881 | $6,631+109.3% | $6,247+122.2% | $5,439+155.2% |
| Admin fee / account holder | $1,222 | $10,906-88.8% | $9,244-86.8% | $10,886-88.8% |