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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 | $107,703 | $171,867-37.3% | $149,721-28.1% | $147,586-27.0% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 13.88% | 2113.36%-2099.5pp | 1501.67%-1487.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $6,133 | $6,275-2.3% | $5,444+12.7% | $4,876+25.8% |
| Participant deferral / active EE | $14,643 | $7,270+101.4% | $6,568+122.9% | $5,439+169.2% |
| Admin fee / account holder | $25,352 | $13,799+83.7% | $11,282+124.7% | $10,886+132.9% |