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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 | $158,719 | $76,608+107.2% | $56,077+183.0% | $145,877+8.8% |
| Participation rate | 95.2% | 63.2%+32.0pp | 52.5%+42.7pp | 80.3%+14.9pp |
| Annual return | 13.08% | 3009.59%-2996.5pp | 1709.28%-1696.2pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,479 | $1,382+151.8% | $1,040+234.4% | $4,663-25.4% |
| Participant deferral / active EE | $10,256 | $2,624+290.8% | $1,954+424.9% | $6,691+53.3% |
| Admin fee / account holder | $20,597 | $3,325+519.5% | $2,825+629.1% | $13,402+53.7% |