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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 | $153,346 | $99,011+54.9% | $86,582+77.1% | $147,586+3.9% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 12.18% | 1312.75%-1300.6pp | 965.08%-952.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $4,787 | $3,132+52.8% | $2,839+68.6% | $4,876-1.8% |
| Participant deferral / active EE | $4,967 | $3,972+25.0% | $3,609+37.6% | $5,439-8.7% |
| Admin fee / account holder | $4,028 | $5,709-29.4% | $4,904-17.9% | $10,886-63.0% |