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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 | $149,215 | $99,017+50.7% | $86,587+72.3% | $147,585+1.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.82% | 1312.37%-1292.5pp | 964.86%-945.0pp | 578.56%-558.7pp |
| Employer contribution / active EE | $3,510 | $3,132+12.1% | $2,839+23.6% | $4,876-28.0% |
| Participant deferral / active EE | $4,625 | $3,972+16.4% | $3,609+28.2% | $5,439-15.0% |
| Admin fee / account holder | $1,321 | $5,710-76.9% | $4,906-73.1% | $10,885-87.9% |