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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 | $76,077 | $150,447-49.4% | $136,298-44.2% | $147,586-48.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.47% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $5,013 | $5,256-4.6% | $4,696+6.8% | $4,876+2.8% |
| Participant deferral / active EE | $14,145 | $6,631+113.3% | $6,247+126.4% | $5,439+160.1% |
| Admin fee / account holder | $638 | $10,906-94.1% | $9,244-93.1% | $10,886-94.1% |