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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 | $226,624 | $150,447+50.6% | $136,298+66.3% | $147,586+53.6% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 24.65% | 1049.15%-1024.5pp | 5156.27%-5131.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $5,522 | $5,256+5.1% | $4,696+17.6% | $4,876+13.2% |
| Participant deferral / active EE | $12,613 | $6,631+90.2% | $6,247+101.9% | $5,439+131.9% |
| Admin fee / account holder | $3,988 | $10,906-63.4% | $9,244-56.9% | $10,886-63.4% |