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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 | $144,163 | $171,867-16.1% | $149,721-3.7% | $147,586-2.3% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 17.61% | 2113.36%-2095.8pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $19,000 | $6,275+202.8% | $5,444+249.0% | $4,876+289.6% |
| Participant deferral / active EE | $19,000 | $7,270+161.3% | $6,568+189.3% | $5,439+249.3% |
| Admin fee / account holder | $355 | $13,799-97.4% | $11,282-96.9% | $10,886-96.7% |