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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 | $97,422 | $138,102-29.5% | $125,381-22.3% | $134,532-27.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 59058.20% | 750.73%+58307.5pp | 572.31%+58485.9pp | 418.27%+58639.9pp |
| Employer contribution / active EE | $8,937 | $5,245+70.4% | $4,815+85.6% | $4,741+88.5% |
| Participant deferral / active EE | $8,710 | $7,801+11.7% | $7,448+17.0% | $6,401+36.1% |
| Admin fee / account holder | $660 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |