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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 | $152,644 | $88,815+71.9% | $81,882+86.4% | $145,897+4.6% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.3pp | 80.3%+14.4pp |
| Annual return | 12.69% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $11,979 | $3,086+288.1% | $2,916+310.8% | $4,663+156.9% |
| Participant deferral / active EE | $3,883 | $4,647-16.5% | $4,323-10.2% | $6,689-42.0% |
| Admin fee / account holder | $6,878 | $8,434-18.5% | $7,360-6.5% | $13,390-48.6% |