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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 | $239,491 | $150,447+59.2% | $136,298+75.7% | $147,586+62.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.67% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,729 | $5,256-29.1% | $4,696-20.6% | $4,876-23.5% |
| Participant deferral / active EE | $8,048 | $6,631+21.4% | $6,247+28.8% | $5,439+48.0% |
| Admin fee / account holder | $17,320 | $10,906+58.8% | $9,244+87.4% | $10,886+59.1% |