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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 | $123,901 | $171,867-27.9% | $149,721-17.2% | $147,586-16.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 26.76% | 2113.36%-2086.6pp | 1501.67%-1474.9pp | 578.59%-551.8pp |
| Employer contribution / active EE | $12,760 | $6,275+103.4% | $5,444+134.4% | $4,876+161.7% |
| Participant deferral / active EE | $10,156 | $7,270+39.7% | $6,568+54.6% | $5,439+86.7% |
| Admin fee / account holder | $10,025 | $13,799-27.4% | $11,282-11.1% | $10,886-7.9% |