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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 | $35,982 | $138,078-73.9% | $125,363-71.3% | $134,509-73.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 42.16% | 750.49%-708.3pp | 572.15%-530.0pp | 418.13%-376.0pp |
| Employer contribution / active EE | $7,518 | $5,245+43.3% | $4,815+56.1% | $4,741+58.6% |
| Participant deferral / active EE | $4,885 | $7,800-37.4% | $7,447-34.4% | $6,400-23.7% |
| Admin fee / account holder | $19,001 | $11,566+64.3% | $10,005+89.9% | $11,427+66.3% |