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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 | $127,137 | $99,031+28.4% | $86,597+46.8% | $147,585-13.9% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 13.62% | 1312.56%-1298.9pp | 964.96%-951.3pp | 578.57%-565.0pp |
| Employer contribution / active EE | $6,250 | $3,132+99.5% | $2,840+120.1% | $4,876+28.2% |
| Participant deferral / active EE | $3,152 | $3,972-20.7% | $3,609-12.7% | $5,439-42.0% |
| Admin fee / account holder | $1,488 | $5,711-73.9% | $4,906-69.7% | $10,885-86.3% |