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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 | $138,045 | $72,426+90.6% | $67,560+104.3% | $145,897-5.4% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 68.95% | 7226.78%-7157.8pp | 3533.50%-3464.5pp | 552.29%-483.3pp |
| Employer contribution / active EE | $6,957 | $3,074+126.3% | $2,737+154.2% | $4,663+49.2% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $357 | $5,514-93.5% | $3,994-91.1% | $13,390-97.3% |