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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 | $128,873 | $88,754+45.2% | $81,820+57.5% | $145,877-11.7% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 32.79% | 1031.77%-999.0pp | 777.93%-745.1pp | 551.28%-518.5pp |
| Employer contribution / active EE | $11,813 | $3,085+282.9% | $2,915+305.3% | $4,663+153.3% |
| Participant deferral / active EE | $9,659 | $4,648+107.8% | $4,323+123.5% | $6,691+44.4% |
| Admin fee / account holder | $683 | $8,424-91.9% | $7,391-90.8% | $13,402-94.9% |