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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 | $133,809 | $58,391+129.2% | $76,667+74.5% | $72,976+83.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 45.77% | 2306.65%-2260.9pp | 1166.74%-1121.0pp | 81.02%-35.2pp |
| Employer contribution / active EE | $3,031 | $1,787+69.6% | $2,303+31.6% | $2,440+24.2% |
| Participant deferral / active EE | $5,951 | $2,690+121.2% | $3,336+78.4% | $3,608+65.0% |
| Admin fee / account holder | $2,638 | $4,014-34.3% | $6,423-58.9% | $5,124-48.5% |