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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 | $70,733 | $173,397-59.2% | $135,987-48.0% | $145,877-51.5% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.4%+18.6pp | 80.3%+14.7pp |
| Annual return | 23.85% | 1166.18%-1142.3pp | 580.01%-556.2pp | 551.28%-527.4pp |
| Employer contribution / active EE | $6,119 | $5,281+15.9% | $4,214+45.2% | $4,663+31.2% |
| Participant deferral / active EE | $9,842 | $8,710+13.0% | $7,027+40.1% | $6,691+47.1% |
| Admin fee / account holder | $10,822 | $9,663+12.0% | $6,716+61.1% | $13,402-19.3% |