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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 | $133,690 | $88,815+50.5% | $81,882+63.3% | $145,897-8.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 13342.52% | 1033.75%+12308.8pp | 779.47%+12563.0pp | 552.29%+12790.2pp |
| Employer contribution / active EE | $1,664 | $3,086-46.1% | $2,916-42.9% | $4,663-64.3% |
| Participant deferral / active EE | $10,277 | $4,647+121.1% | $4,323+137.7% | $6,689+53.6% |
| Admin fee / account holder | $444 | $8,434-94.7% | $7,360-94.0% | $13,390-96.7% |