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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 | $157,025 | $99,009+58.6% | $86,581+81.4% | $147,585+6.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.39% | 1312.70%-1290.3pp | 965.06%-942.7pp | 578.58%-556.2pp |
| Employer contribution / active EE | $2,238 | $3,132-28.5% | $2,840-21.2% | $4,876-54.1% |
| Participant deferral / active EE | $13,105 | $3,972+229.9% | $3,609+263.2% | $5,439+141.0% |
| Admin fee / account holder | $2,151 | $5,709-62.3% | $4,904-56.1% | $10,886-80.2% |