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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 | $102,201 | $101,672+0.5% | $147,117-30.5% | $74,478+37.2% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 21.63% | 8757.83%-8736.2pp | 420.54%-398.9pp | 1370.56%-1348.9pp |
| Employer contribution / active EE | $6,695 | $3,813+75.6% | $4,932+35.7% | $2,626+154.9% |
| Participant deferral / active EE | $17,741 | $7,305+142.9% | $8,065+120.0% | $4,350+307.8% |
| Admin fee / account holder | $6,810 | $1,753+288.5% | $12,993-47.6% | $1,946+250.0% |