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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 | $189,438 | $109,905+72.4% | $98,506+92.3% | $167,553+13.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.32% | 1960.20%-1945.9pp | 1494.92%-1480.6pp | 478.89%-464.6pp |
| Employer contribution / active EE | $4,687 | $3,226+45.3% | $2,961+58.3% | $4,840-3.2% |
| Participant deferral / active EE | $3,580 | $4,674-23.4% | $4,277-16.3% | $6,343-43.5% |
| Admin fee / account holder | $2,735 | $6,760-59.5% | $5,955-54.1% | $12,316-77.8% |