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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 | $234,425 | $150,442+55.8% | $136,295+72.0% | $147,585+58.8% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 15.33% | 1049.09%-1033.8pp | 5155.97%-5140.6pp | 578.56%-563.2pp |
| Employer contribution / active EE | $6,724 | $5,256+27.9% | $4,695+43.2% | $4,876+37.9% |
| Participant deferral / active EE | $9,317 | $6,630+40.5% | $6,247+49.1% | $5,439+71.3% |
| Admin fee / account holder | $1,062 | $10,905-90.3% | $9,243-88.5% | $10,885-90.2% |