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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 | $229,018 | $149,040+53.7% | $120,225+90.5% | $137,256+66.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.28% | 605.68%-580.4pp | 439.23%-413.9pp | 220.34%-195.1pp |
| Employer contribution / active EE | $48,715 | $4,350+1019.8% | $3,475+1301.7% | $4,156+1072.1% |
| Participant deferral / active EE | $16,438 | $4,655+253.1% | $3,999+311.1% | $6,407+156.6% |
| Admin fee / account holder | $2,229 | $6,348-64.9% | $5,696-60.9% | $12,270-81.8% |