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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 | $140,044 | $96,388+45.3% | $80,627+73.7% | $139,466+0.4% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 19.29% | 1352.08%-1332.8pp | 936.76%-917.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,801 | $3,260+47.3% | $2,723+76.3% | $4,754+1.0% |
| Participant deferral / active EE | $9,960 | $5,224+90.6% | $4,443+124.2% | $6,712+48.4% |
| Admin fee / account holder | $4,944 | $6,603-25.1% | $5,381-8.1% | $11,409-56.7% |