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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 | $90,464 | $57,330+57.8% | $86,656+4.4% | $75,177+20.3% |
| Participation rate | 92.1% | 63.2%+28.9pp | 71.7%+20.4pp | 67.2%+24.9pp |
| Annual return | 13.57% | 2675.40%-2661.8pp | 593.09%-579.5pp | 160.75%-147.2pp |
| Employer contribution / active EE | $5,136 | $2,316+121.7% | $3,025+69.8% | $2,671+92.3% |
| Participant deferral / active EE | $6,274 | $3,320+89.0% | $4,439+41.3% | $4,126+52.0% |
| Admin fee / account holder | $15,064 | $4,115+266.1% | $5,619+168.1% | $5,651+166.6% |