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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 | $134,925 | $150,447-10.3% | $136,298-1.0% | $147,586-8.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 19.92% | 1049.15%-1029.2pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,150 | $5,256-59.1% | $4,696-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $10,853 | $6,631+63.7% | $6,247+73.7% | $5,439+99.5% |
| Admin fee / account holder | $15,412 | $10,906+41.3% | $9,244+66.7% | $10,886+41.6% |