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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 | $93,589 | $99,011-5.5% | $86,582+8.1% | $147,586-36.6% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 13.17% | 1312.75%-1299.6pp | 965.08%-951.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $5,649 | $3,132+80.3% | $2,839+98.9% | $4,876+15.8% |
| Participant deferral / active EE | $2,566 | $3,972-35.4% | $3,609-28.9% | $5,439-52.8% |
| Admin fee / account holder | $6,259 | $5,709+9.6% | $4,904+27.6% | $10,886-42.5% |