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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 | $127,707 | $202,345-36.9% | $172,755-26.1% | $152,885-16.5% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.9pp |
| Annual return | 14.59% | 1029.77%-1015.2pp | 802.94%-788.3pp | 345.39%-330.8pp |
| Employer contribution / active EE | $8,039 | $5,858+37.2% | $5,144+56.3% | $4,763+68.8% |
| Participant deferral / active EE | $3,623 | $5,948-39.1% | $5,198-30.3% | $5,851-38.1% |
| Admin fee / account holder | $53,027 | $17,111+209.9% | $13,955+280.0% | $11,598+357.2% |