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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 | $109,575 | $150,447-27.2% | $136,298-19.6% | $147,586-25.8% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 15.32% | 1049.15%-1033.8pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $7,493 | $5,256+42.5% | $4,696+59.6% | $4,876+53.7% |
| Participant deferral / active EE | $5,357 | $6,631-19.2% | $6,247-14.3% | $5,439-1.5% |
| Admin fee / account holder | $1,009 | $10,906-90.7% | $9,244-89.1% | $10,886-90.7% |