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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 | $156,233 | $96,419+62.0% | $80,648+93.7% | $139,487+12.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.71% | 1352.86%-1335.2pp | 937.21%-919.5pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,927 | $3,261-40.9% | $2,724-29.3% | $4,755-59.5% |
| Participant deferral / active EE | $2,892 | $5,225-44.6% | $4,443-34.9% | $6,713-56.9% |
| Admin fee / account holder | $7,747 | $6,605+17.3% | $5,382+43.9% | $11,407-32.1% |