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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 | $136,986 | $68,097+101.2% | $62,929+117.7% | $137,256-0.2% |
| Participation rate | 93.3% | 77.4%+15.9pp | 73.1%+20.2pp | 80.0%+13.4pp |
| Annual return | 12.99% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,953 | $2,811+111.8% | $2,505+137.7% | $4,156+43.2% |
| Participant deferral / active EE | $10,976 | $4,553+141.1% | $3,888+182.3% | $6,407+71.3% |
| Admin fee / account holder | $12,074 | $6,521+85.1% | $5,065+138.4% | $12,270-1.6% |