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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 | $217,094 | $150,446+44.3% | $136,297+59.3% | $147,585+47.1% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 17.56% | 1049.14%-1031.6pp | 5156.19%-5138.6pp | 578.58%-561.0pp |
| Employer contribution / active EE | $2,762 | $5,256-47.5% | $4,696-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $6,834 | $6,631+3.1% | $6,247+9.4% | $5,439+25.7% |
| Admin fee / account holder | $8,444 | $10,906-22.6% | $9,244-8.7% | $10,886-22.4% |