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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 | $163,312 | $96,388+69.4% | $80,627+102.6% | $139,466+17.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.52% | 1352.08%-1336.6pp | 936.76%-921.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $11,674 | $3,260+258.1% | $2,723+328.8% | $4,754+145.6% |
| Participant deferral / active EE | $12,517 | $5,224+139.6% | $4,443+181.7% | $6,712+86.5% |
| Admin fee / account holder | $2,847 | $6,603-56.9% | $5,381-47.1% | $11,409-75.0% |