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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 | $134,235 | $171,867-21.9% | $149,721-10.3% | $147,586-9.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 10.30% | 2113.36%-2103.1pp | 1501.67%-1491.4pp | 578.59%-568.3pp |
| Employer contribution / active EE | $8,927 | $6,275+42.3% | $5,444+64.0% | $4,876+83.1% |
| Participant deferral / active EE | $6,416 | $7,270-11.8% | $6,568-2.3% | $5,439+18.0% |
| Admin fee / account holder | $2,115 | $13,799-84.7% | $11,282-81.3% | $10,886-80.6% |