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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 | $99,031+36.4% | $86,597+56.0% | $147,585-8.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 18.99% | 1312.56%-1293.6pp | 964.96%-946.0pp | 578.57%-559.6pp |
| Employer contribution / active EE | $4,167 | $3,132+33.0% | $2,840+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 | $5,711-92.9% | $4,906-91.7% | $10,885-96.3% |