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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 | $109,500 | $88,778+23.3% | $81,844+33.8% | $145,884-24.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.34% | 1033.03%-1010.7pp | 778.87%-756.5pp | 551.85%-529.5pp |
| Employer contribution / active EE | $7,157 | $3,087+131.9% | $2,916+145.4% | $4,662+53.5% |
| Participant deferral / active EE | $15,875 | $4,648+241.5% | $4,323+267.2% | $6,690+137.3% |
| Admin fee / account holder | $2,275 | $8,430-73.0% | $7,355-69.1% | $13,392-83.0% |