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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 | $88,710+45.3% | $81,783+57.6% | $145,959-11.7% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 32.79% | 1027.26%-994.5pp | 775.05%-742.3pp | 561.95%-529.2pp |
| Employer contribution / active EE | $11,813 | $3,083+283.1% | $2,913+305.6% | $4,661+153.5% |
| Participant deferral / active EE | $9,659 | $4,645+108.0% | $4,320+123.6% | $6,689+44.4% |
| Admin fee / account holder | $683 | $8,407-91.9% | $7,380-90.7% | $13,398-94.9% |