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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 | $148,411 | $99,011+49.9% | $86,582+71.4% | $147,586+0.6% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 13.89% | 1312.75%-1298.9pp | 965.08%-951.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,375 | $3,132+7.8% | $2,839+18.9% | $4,876-30.8% |
| Participant deferral / active EE | $1,287 | $3,972-67.6% | $3,609-64.3% | $5,439-76.3% |
| Admin fee / account holder | $2,364 | $5,709-58.6% | $4,904-51.8% | $10,886-78.3% |