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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 | $82,803 | $150,447-45.0% | $136,298-39.2% | $147,586-43.9% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 37.66% | 1049.15%-1011.5pp | 5156.27%-5118.6pp | 578.59%-540.9pp |
| Employer contribution / active EE | $9,438 | $5,256+79.5% | $4,696+101.0% | $4,876+93.5% |
| Participant deferral / active EE | $13,785 | $6,631+107.9% | $6,247+120.7% | $5,439+153.5% |
| Admin fee / account holder | $3,804 | $10,906-65.1% | $9,244-58.8% | $10,886-65.1% |