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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 | $162,293 | $100,938+60.8% | $90,461+79.4% | $158,982+2.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 12.51% | 1727.20%-1714.7pp | 1294.76%-1282.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $6,460 | $3,691+75.0% | $3,264+97.9% | $4,763+35.6% |
| Participant deferral / active EE | $8,494 | $4,350+95.3% | $3,964+114.3% | $5,983+42.0% |
| Admin fee / account holder | $1,061 | $6,510-83.7% | $5,617-81.1% | $11,252-90.6% |