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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 | $119,510 | $150,447-20.6% | $136,298-12.3% | $147,586-19.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.61% | 1049.15%-1030.5pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $17,779 | $5,256+238.2% | $4,696+278.6% | $4,876+264.6% |
| Participant deferral / active EE | $12,477 | $6,631+88.2% | $6,247+99.7% | $5,439+129.4% |
| Admin fee / account holder | $308 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |