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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 | $199,748 | $72,465+175.6% | $67,575+195.6% | $145,884+36.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 14.47% | 7222.56%-7208.1pp | 3528.98%-3514.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $8,106 | $3,074+163.7% | $2,736+196.3% | $4,662+73.9% |
| Participant deferral / active EE | $12,325 | $4,786+157.5% | $4,003+207.8% | $6,690+84.2% |
| Admin fee / account holder | $9,059 | $5,515+64.2% | $3,993+126.9% | $13,392-32.4% |