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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 | $147,271 | $99,011+48.7% | $86,582+70.1% | $147,586-0.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.53% | 1312.75%-1292.2pp | 965.08%-944.6pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,324 | $3,132-57.7% | $2,839-53.4% | $4,876-72.9% |
| Participant deferral / active EE | $2,125 | $3,972-46.5% | $3,609-41.1% | $5,439-60.9% |
| Admin fee / account holder | $15,221 | $5,709+166.6% | $4,904+210.4% | $10,886+39.8% |