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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 | $102,247 | $99,031+3.2% | $86,597+18.1% | $147,585-30.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 13.75% | 1312.56%-1298.8pp | 964.96%-951.2pp | 578.57%-564.8pp |
| Employer contribution / active EE | $8,207 | $3,132+162.0% | $2,840+189.0% | $4,876+68.3% |
| Participant deferral / active EE | $5,202 | $3,972+31.0% | $3,609+44.1% | $5,439-4.4% |
| Admin fee / account holder | $6,196 | $5,711+8.5% | $4,906+26.3% | $10,885-43.1% |