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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 | $140,713 | $171,867-18.1% | $149,721-6.0% | $147,586-4.7% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 14.75% | 2113.36%-2098.6pp | 1501.67%-1486.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $10,364 | $6,275+65.2% | $5,444+90.4% | $4,876+112.5% |
| Participant deferral / active EE | $9,421 | $7,270+29.6% | $6,568+43.4% | $5,439+73.2% |
| Admin fee / account holder | $178,496 | $13,799+1193.5% | $11,282+1482.1% | $10,886+1539.7% |