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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 | $90,362 | $104,544-13.6% | $76,657+17.9% | $152,897-40.9% |
| Participation rate | 92.9% | 76.6%+16.2pp | 72.1%+20.8pp | 82.5%+10.4pp |
| Annual return | 20.47% | 1014.36%-993.9pp | 1166.74%-1146.3pp | 345.43%-325.0pp |
| Employer contribution / active EE | $10,882 | $3,118+249.0% | $2,303+372.6% | $4,764+128.4% |
| Participant deferral / active EE | $8,082 | $4,236+90.8% | $3,335+142.3% | $5,851+38.1% |
| Admin fee / account holder | $727 | $12,286-94.1% | $6,423-88.7% | $11,599-93.7% |