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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 | $171,933 | $109,905+56.4% | $98,506+74.5% | $167,553+2.6% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 9.77% | 1960.20%-1950.4pp | 1494.92%-1485.2pp | 478.89%-469.1pp |
| Employer contribution / active EE | $608 | $3,226-81.1% | $2,961-79.5% | $4,840-87.4% |
| Participant deferral / active EE | $5,359 | $4,674+14.6% | $4,277+25.3% | $6,343-15.5% |
| Admin fee / account holder | $4,200 | $6,760-37.9% | $5,955-29.5% | $12,316-65.9% |