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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 | $240,238 | $144,124+66.7% | $117,857+103.8% | $147,585+62.8% |
| Participation rate | 95.5% | 83.4%+12.0pp | 79.7%+15.8pp | 82.8%+12.6pp |
| Annual return | 14.92% | 531.17%-516.2pp | 335.09%-320.2pp | 578.56%-563.6pp |
| Employer contribution / active EE | $7,530 | $4,897+53.8% | $3,786+98.9% | $4,876+54.4% |
| Participant deferral / active EE | $10,170 | $5,316+91.3% | $4,482+126.9% | $5,439+87.0% |
| Admin fee / account holder | $42,545 | $10,886+290.8% | $8,020+430.5% | $10,885+290.8% |