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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 | $103,184 | $88,815+16.2% | $81,882+26.0% | $145,897-29.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 72.4%+22.1pp | 80.3%+14.1pp |
| Annual return | 21.81% | 1033.75%-1011.9pp | 779.47%-757.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $5,935 | $3,086+92.3% | $2,916+103.5% | $4,663+27.3% |
| Participant deferral / active EE | $10,860 | $4,647+133.7% | $4,323+151.2% | $6,689+62.4% |
| Admin fee / account holder | $7,239 | $8,434-14.2% | $7,360-1.6% | $13,390-45.9% |