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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 | $98,990 | $92,707+6.8% | $82,726+19.7% | $134,493-26.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 14.98% | 945.12%-930.1pp | 701.33%-686.4pp | 418.01%-403.0pp |
| Employer contribution / active EE | $12,202 | $3,274+272.7% | $3,009+305.5% | $4,740+157.4% |
| Participant deferral / active EE | $6,565 | $4,801+36.7% | $4,394+49.4% | $6,400+2.6% |
| Admin fee / account holder | $38,588 | $5,980+545.2% | $5,328+624.3% | $11,425+237.8% |