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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 | $135,958 | $138,102-1.6% | $125,381+8.4% | $134,532+1.1% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | 36.89% | 750.73%-713.8pp | 572.31%-535.4pp | 418.27%-381.4pp |
| Employer contribution / active EE | $13,636 | $5,245+160.0% | $4,815+183.2% | $4,741+187.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,745 | $11,568+10.2% | $10,007+27.4% | $11,429+11.5% |