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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 | $122,422 | $88,815+37.8% | $81,882+49.5% | $145,897-16.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 20.26% | 1033.75%-1013.5pp | 779.47%-759.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $13,218 | $3,086+328.3% | $2,916+353.3% | $4,663+183.5% |
| Participant deferral / active EE | $10,045 | $4,647+116.1% | $4,323+132.4% | $6,689+50.2% |
| Admin fee / account holder | $2,316 | $8,434-72.5% | $7,360-68.5% | $13,390-82.7% |