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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 | $195,946 | $88,702+120.9% | $81,780+139.6% | $145,978+34.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 86.81% | 1029.12%-942.3pp | 776.27%-689.5pp | 550.52%-463.7pp |
| Employer contribution / active EE | $3,968 | $3,084+28.7% | $2,914+36.2% | $4,662-14.9% |
| Participant deferral / active EE | $13,762 | $4,645+196.3% | $4,321+218.5% | $6,690+105.7% |
| Admin fee / account holder | $3,733 | $8,414-55.6% | $7,384-49.4% | $13,400-72.1% |