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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 | $54,856 | $148,629-63.1% | $135,982-59.7% | $139,487-60.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 817.97% | 79.33%+738.6pp | 68.32%+749.6pp | 373.84%+444.1pp |
| Employer contribution / active EE | $3,467 | $5,247-33.9% | $4,859-28.7% | $4,755-27.1% |
| Participant deferral / active EE | $15,613 | $8,102+92.7% | $7,760+101.2% | $6,713+132.6% |
| Admin fee / account holder | $524 | $12,406-95.8% | $10,767-95.1% | $11,407-95.4% |