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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 | $88,754+50.6% | $81,820+63.4% | $145,877-8.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 13342.52% | 1031.77%+12310.8pp | 777.93%+12564.6pp | 551.28%+12791.2pp |
| Employer contribution / active EE | $1,664 | $3,085-46.1% | $2,915-42.9% | $4,663-64.3% |
| Participant deferral / active EE | $10,277 | $4,648+121.1% | $4,323+137.7% | $6,691+53.6% |
| Admin fee / account holder | $444 | $8,424-94.7% | $7,391-94.0% | $13,402-96.7% |