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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 | $135,070 | $99,011+36.4% | $86,582+56.0% | $147,586-8.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 18.99% | 1312.75%-1293.8pp | 965.08%-946.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $4,167 | $3,132+33.0% | $2,839+46.7% | $4,876-14.6% |
| Participant deferral / active EE | $6,977 | $3,972+75.6% | $3,609+93.3% | $5,439+28.3% |
| Admin fee / account holder | $406 | $5,709-92.9% | $4,904-91.7% | $10,886-96.3% |