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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 | $202,342-36.9% | $172,753-26.1% | $152,909-16.5% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.8pp |
| Annual return | 14.59% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $8,039 | $5,857+37.2% | $5,144+56.3% | $4,764+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 | $17,112+209.9% | $13,956+280.0% | $11,601+357.1% |