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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 | $104,689 | $150,447-30.4% | $136,298-23.2% | $147,586-29.1% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 13.66% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $7,610 | $5,256+44.8% | $4,696+62.1% | $4,876+56.1% |
| Participant deferral / active EE | $5,880 | $6,631-11.3% | $6,247-5.9% | $5,439+8.1% |
| Admin fee / account holder | $21,491 | $10,906+97.1% | $9,244+132.5% | $10,886+97.4% |