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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 | $223,539 | $150,447+48.6% | $136,298+64.0% | $147,586+51.5% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 15.74% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.9pp |
| Employer contribution / active EE | $7,761 | $5,256+47.7% | $4,696+65.3% | $4,876+59.2% |
| Participant deferral / active EE | $11,942 | $6,631+80.1% | $6,247+91.2% | $5,439+119.6% |
| Admin fee / account holder | $2,339 | $10,906-78.5% | $9,244-74.7% | $10,886-78.5% |