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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 | $177,317 | $149,040+19.0% | $120,225+47.5% | $137,256+29.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 40.27% | 605.68%-565.4pp | 439.23%-399.0pp | 220.34%-180.1pp |
| Employer contribution / active EE | $7,509 | $4,350+72.6% | $3,475+116.1% | $4,156+80.7% |
| Participant deferral / active EE | $15,350 | $4,655+229.8% | $3,999+283.9% | $6,407+139.6% |
| Admin fee / account holder | $539 | $6,348-91.5% | $5,696-90.5% | $12,270-95.6% |