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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 | $177,319 | $88,778+99.7% | $81,844+116.7% | $145,884+21.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.56% | 1033.03%-1015.5pp | 778.87%-761.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $7,861 | $3,087+154.6% | $2,916+169.5% | $4,662+68.6% |
| Participant deferral / active EE | $9,689 | $4,648+108.4% | $4,323+124.1% | $6,690+44.8% |
| Admin fee / account holder | $509 | $8,430-94.0% | $7,355-93.1% | $13,392-96.2% |