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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 | $133,676 | $99,031+35.0% | $86,597+54.4% | $147,585-9.4% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 9.90% | 1312.56%-1302.7pp | 964.96%-955.1pp | 578.57%-568.7pp |
| Employer contribution / active EE | $4,133 | $3,132+31.9% | $2,840+45.5% | $4,876-15.2% |
| Participant deferral / active EE | $6,100 | $3,972+53.5% | $3,609+69.0% | $5,439+12.2% |
| Admin fee / account holder | $676 | $5,711-88.2% | $4,906-86.2% | $10,885-93.8% |