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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 | $124,780 | $99,011+26.0% | $86,582+44.1% | $147,586-15.5% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 18.20% | 1312.75%-1294.6pp | 965.08%-946.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $8,792 | $3,132+180.7% | $2,839+209.6% | $4,876+80.3% |
| Participant deferral / active EE | $5,787 | $3,972+45.7% | $3,609+60.4% | $5,439+6.4% |
| Admin fee / account holder | $1,346 | $5,709-76.4% | $4,904-72.6% | $10,886-87.6% |