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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 | $76,535 | $209,888-63.5% | $189,545-59.6% | $167,553-54.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 77.45% | 748.66%-671.2pp | 555.36%-477.9pp | 478.89%-401.4pp |
| Employer contribution / active EE | $3,625 | $6,915-47.6% | $6,162-41.2% | $4,840-25.1% |
| Participant deferral / active EE | $12,502 | $8,934+39.9% | $8,220+52.1% | $6,343+97.1% |
| Admin fee / account holder | $20,272 | $14,300+41.8% | $12,049+68.2% | $12,316+64.6% |