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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 | $87,091 | $150,446-42.1% | $136,297-36.1% | $147,585-41.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 28.44% | 1049.14%-1020.7pp | 5156.19%-5127.8pp | 578.58%-550.1pp |
| Employer contribution / active EE | $5,960 | $5,256+13.4% | $4,696+26.9% | $4,876+22.2% |
| Participant deferral / active EE | $7,993 | $6,631+20.5% | $6,247+27.9% | $5,439+47.0% |
| Admin fee / account holder | $4,347 | $10,906-60.1% | $9,244-53.0% | $10,886-60.1% |