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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 | $121,759 | $171,867-29.2% | $149,721-18.7% | $147,586-17.5% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 12.24% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $4,061 | $6,275-35.3% | $5,444-25.4% | $4,876-16.7% |
| Participant deferral / active EE | $4,517 | $7,270-37.9% | $6,568-31.2% | $5,439-16.9% |
| Admin fee / account holder | $28,502 | $13,799+106.5% | $11,282+152.6% | $10,886+161.8% |