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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 | $144,959 | $99,011+46.4% | $86,582+67.4% | $147,586-1.8% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.28% | 1312.75%-1293.5pp | 965.08%-945.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $6,651 | $3,132+112.3% | $2,839+134.2% | $4,876+36.4% |
| Participant deferral / active EE | $9,401 | $3,972+136.7% | $3,609+160.5% | $5,439+72.8% |
| Admin fee / account holder | $10,924 | $5,709+91.4% | $4,904+122.8% | $10,886+0.4% |