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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 | $99,547 | $88,815+12.1% | $81,882+21.6% | $145,897-31.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 19.86% | 1033.75%-1013.9pp | 779.47%-759.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $8,841 | $3,086+186.5% | $2,916+203.2% | $4,663+89.6% |
| Participant deferral / active EE | $5,877 | $4,647+26.5% | $4,323+35.9% | $6,689-12.1% |
| Admin fee / account holder | $2,032 | $8,434-75.9% | $7,360-72.4% | $13,390-84.8% |