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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 | $158,692 | $109,872+44.4% | $98,483+61.1% | $167,536-5.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.71% | 1959.31%-1942.6pp | 1494.38%-1477.7pp | 478.82%-462.1pp |
| Employer contribution / active EE | $4,324 | $3,225+34.1% | $2,961+46.0% | $4,839-10.6% |
| Participant deferral / active EE | $4,713 | $4,673+0.8% | $4,276+10.2% | $6,342-25.7% |
| Admin fee / account holder | $1,263 | $6,757-81.3% | $5,953-78.8% | $12,315-89.7% |