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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 | $123,436 | $72,465+70.3% | $67,575+82.7% | $145,884-15.4% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 12.26% | 7222.56%-7210.3pp | 3528.98%-3516.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $5,556 | $3,074+80.8% | $2,736+103.1% | $4,662+19.2% |
| Participant deferral / active EE | $12,472 | $4,786+160.6% | $4,003+211.5% | $6,690+86.4% |
| Admin fee / account holder | $13,808 | $5,515+150.4% | $3,993+245.8% | $13,392+3.1% |