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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 | $148,167 | $88,754+66.9% | $81,820+81.1% | $145,877+1.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.64% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,528 | $3,085+14.3% | $2,915+21.0% | $4,663-24.3% |
| Participant deferral / active EE | $8,786 | $4,648+89.0% | $4,323+103.2% | $6,691+31.3% |
| Admin fee / account holder | $9,056 | $8,424+7.5% | $7,391+22.5% | $13,402-32.4% |