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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 | $200,558 | $109,905+82.5% | $98,506+103.6% | $167,553+19.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 11.46% | 1960.20%-1948.7pp | 1494.92%-1483.5pp | 478.89%-467.4pp |
| Employer contribution / active EE | $19,203 | $3,226+495.3% | $2,961+548.5% | $4,840+296.8% |
| Participant deferral / active EE | $12,506 | $4,674+167.6% | $4,277+192.4% | $6,343+97.2% |
| Admin fee / account holder | $1,137 | $6,760-83.2% | $5,955-80.9% | $12,316-90.8% |