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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 | $205,939 | $99,009+108.0% | $86,581+137.9% | $147,585+39.5% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 14.54% | 1312.70%-1298.2pp | 965.06%-950.5pp | 578.58%-564.0pp |
| Employer contribution / active EE | $3,329 | $3,132+6.3% | $2,840+17.2% | $4,876-31.7% |
| Participant deferral / active EE | $5,409 | $3,972+36.2% | $3,609+49.9% | $5,439-0.6% |
| Admin fee / account holder | $2,116 | $5,709-62.9% | $4,904-56.9% | $10,886-80.6% |