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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 | $140,965 | $99,011+42.4% | $86,582+62.8% | $147,586-4.5% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.10% | 1312.75%-1295.6pp | 965.08%-948.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $9,067 | $3,132+189.5% | $2,839+219.3% | $4,876+85.9% |
| Participant deferral / active EE | $10,510 | $3,972+164.6% | $3,609+191.3% | $5,439+93.3% |
| Admin fee / account holder | $1,600 | $5,709-72.0% | $4,904-67.4% | $10,886-85.3% |