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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 | $249,120 | $150,447+65.6% | $136,298+82.8% | $147,586+68.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.32% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.3pp |
| Employer contribution / active EE | $8,642 | $5,256+64.4% | $4,696+84.0% | $4,876+77.2% |
| Participant deferral / active EE | $4,936 | $6,631-25.6% | $6,247-21.0% | $5,439-9.2% |
| Admin fee / account holder | $4,374 | $10,906-59.9% | $9,244-52.7% | $10,886-59.8% |