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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 | $126,287 | $88,702+42.4% | $81,780+54.4% | $145,978-13.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 11.44% | 1029.12%-1017.7pp | 776.27%-764.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $11,654 | $3,084+277.8% | $2,914+299.9% | $4,662+150.0% |
| Participant deferral / active EE | $8,178 | $4,645+76.1% | $4,321+89.3% | $6,690+22.3% |
| Admin fee / account holder | $74,446 | $8,414+784.7% | $7,384+908.2% | $13,400+455.6% |