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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 | $14,790 | $99,995-85.2% | $85,063-82.6% | $145,978-89.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 611.47% | 83.99%+527.5pp | 66.54%+544.9pp | 550.52%+61.0pp |
| Employer contribution / active EE | $5,213 | $3,231+61.3% | $2,727+91.2% | $4,662+11.8% |
| Participant deferral / active EE | $8,068 | $5,295+52.4% | $4,523+78.4% | $6,690+20.6% |
| Admin fee / account holder | $52,297 | $7,255+620.9% | $6,155+749.7% | $13,400+290.3% |