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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 | $213,379 | $73,421+190.6% | $66,439+221.2% | $155,188+37.5% |
| Participation rate | 77.8% | 79.7%-1.9pp | 74.5%+3.3pp | 80.8%-3.0pp |
| Annual return | 8.83% | 1382.37%-1373.5pp | 757.66%-748.8pp | 148.84%-140.0pp |
| Employer contribution / active EE | $5,279 | $3,039+73.7% | $2,637+100.2% | $4,248+24.3% |
| Participant deferral / active EE | $4,363 | $4,680-6.8% | $3,876+12.6% | $6,531-33.2% |
| Admin fee / account holder | $1,901 | $8,856-78.5% | $6,173-69.2% | $14,480-86.9% |