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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 | $184,055 | $88,754+107.4% | $81,820+125.0% | $145,877+26.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 33.24% | 1031.77%-998.5pp | 777.93%-744.7pp | 551.28%-518.0pp |
| Employer contribution / active EE | $7,827 | $3,085+153.7% | $2,915+168.5% | $4,663+67.9% |
| Participant deferral / active EE | $5,104 | $4,648+9.8% | $4,323+18.1% | $6,691-23.7% |
| Admin fee / account holder | $757 | $8,424-91.0% | $7,391-89.8% | $13,402-94.4% |