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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 | $212,657 | $150,447+41.3% | $136,298+56.0% | $147,586+44.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.56% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $5,274 | $5,256+0.3% | $4,696+12.3% | $4,876+8.1% |
| Participant deferral / active EE | $8,672 | $6,631+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $6,655 | $10,906-39.0% | $9,244-28.0% | $10,886-38.9% |