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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 | $88,702+12.2% | $81,780+21.7% | $145,978-31.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 19.86% | 1029.12%-1009.3pp | 776.27%-756.4pp | 550.52%-530.7pp |
| Employer contribution / active EE | $8,841 | $3,084+186.6% | $2,914+203.4% | $4,662+89.6% |
| Participant deferral / active EE | $5,877 | $4,645+26.5% | $4,321+36.0% | $6,690-12.2% |
| Admin fee / account holder | $2,032 | $8,414-75.9% | $7,384-72.5% | $13,400-84.8% |