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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 | $141,442 | $88,702+59.5% | $81,780+73.0% | $145,978-3.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 13.98% | 1029.12%-1015.1pp | 776.27%-762.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $11,972 | $3,084+288.2% | $2,914+310.9% | $4,662+156.8% |
| Participant deferral / active EE | $8,207 | $4,645+76.7% | $4,321+90.0% | $6,690+22.7% |
| Admin fee / account holder | $18,534 | $8,414+120.3% | $7,384+151.0% | $13,400+38.3% |