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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 | $88,815+45.1% | $81,882+57.4% | $145,897-11.7% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 32.79% | 1033.75%-1001.0pp | 779.47%-746.7pp | 552.29%-519.5pp |
| Employer contribution / active EE | $11,813 | $3,086+282.8% | $2,916+305.1% | $4,663+153.4% |
| Participant deferral / active EE | $9,659 | $4,647+107.8% | $4,323+123.4% | $6,689+44.4% |
| Admin fee / account holder | $683 | $8,434-91.9% | $7,360-90.7% | $13,390-94.9% |