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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 | $137,446 | $156,963-12.4% | $121,204+13.4% | $139,466-1.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 70.31% | 1476.75%-1406.4pp | 987.18%-916.9pp | 373.66%-303.4pp |
| Employer contribution / active EE | $5,511 | $5,544-0.6% | $4,170+32.2% | $4,754+15.9% |
| Participant deferral / active EE | $10,286 | $4,848+112.2% | $4,083+151.9% | $6,712+53.3% |
| Admin fee / account holder | $7,268 | $6,953+4.5% | $5,651+28.6% | $11,409-36.3% |