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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 | $197,748 | $100,895+96.0% | $90,430+118.7% | $158,950+24.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 23.75% | 1725.54%-1701.8pp | 1293.73%-1270.0pp | 302.91%-279.2pp |
| Employer contribution / active EE | $10,082 | $3,689+173.3% | $3,262+209.1% | $4,762+111.7% |
| Participant deferral / active EE | $7,810 | $4,347+79.6% | $3,963+97.1% | $5,983+30.5% |
| Admin fee / account holder | $13,802 | $6,505+112.2% | $5,613+145.9% | $11,248+22.7% |