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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 | $134,740 | $72,396+86.1% | $67,511+99.6% | $145,959-7.7% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 24.90% | 7194.07%-7169.2pp | 3517.41%-3492.5pp | 561.95%-537.0pp |
| Employer contribution / active EE | $8,495 | $3,071+176.7% | $2,733+210.9% | $4,661+82.3% |
| Participant deferral / active EE | $7,895 | $4,781+65.1% | $4,000+97.4% | $6,689+18.0% |
| Admin fee / account holder | $15,850 | $5,538+186.2% | $3,999+296.4% | $13,398+18.3% |