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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 | $159,743 | $156,970+1.8% | $121,210+31.8% | $139,487+14.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.3pp | 80.3%+8.6pp |
| Annual return | 20.47% | 1477.10%-1456.6pp | 987.41%-966.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,028 | $5,546-63.4% | $4,171-51.4% | $4,755-57.3% |
| Participant deferral / active EE | $2,028 | $4,849-58.2% | $4,084-50.3% | $6,713-69.8% |
| Admin fee / account holder | $6,786 | $6,947-2.3% | $5,647+20.2% | $11,407-40.5% |