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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 | $139,978 | $88,754+57.7% | $81,820+71.1% | $145,877-4.0% |
| Participation rate | 95.7% | 75.1%+20.6pp | 72.4%+23.3pp | 80.3%+15.3pp |
| Annual return | 16.35% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,194 | $3,085+100.7% | $2,915+112.5% | $4,663+32.8% |
| Participant deferral / active EE | $6,426 | $4,648+38.3% | $4,323+48.7% | $6,691-4.0% |
| Admin fee / account holder | $16,276 | $8,424+93.2% | $7,391+120.2% | $13,402+21.4% |