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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 | $189,792 | $97,732+94.2% | $83,831+126.4% | $135,380+40.2% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | 7.79% | 1287.56%-1279.8pp | 850.99%-843.2pp | 519.81%-512.0pp |
| Employer contribution / active EE | $4,807 | $4,222+13.8% | $3,631+32.4% | $4,779+0.6% |
| Participant deferral / active EE | $6,446 | $4,683+37.6% | $4,082+57.9% | $5,609+14.9% |
| Admin fee / account holder | $12,741 | $6,675+90.9% | $5,479+132.6% | $10,828+17.7% |