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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 | $210,864 | $150,447+40.2% | $136,298+54.7% | $147,586+42.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.69% | 1049.15%-1037.5pp | 5156.27%-5144.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $8,266 | $5,256+57.3% | $4,696+76.0% | $4,876+69.5% |
| Participant deferral / active EE | $6,232 | $6,631-6.0% | $6,247-0.2% | $5,439+14.6% |
| Admin fee / account holder | $14,092 | $10,906+29.2% | $9,244+52.4% | $10,886+29.5% |