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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 | $119,696 | $202,342-40.8% | $172,753-30.7% | $152,909-21.7% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 22.51% | 1029.88%-1007.4pp | 803.00%-780.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,090 | $5,857-64.3% | $5,144-59.4% | $4,764-56.1% |
| Participant deferral / active EE | $7,184 | $5,948+20.8% | $5,198+38.2% | $5,851+22.8% |
| Admin fee / account holder | $42,979 | $17,112+151.2% | $13,956+208.0% | $11,601+270.5% |