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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 | $123,592 | $96,419+28.2% | $80,648+53.2% | $139,487-11.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 27.59% | 1352.86%-1325.3pp | 937.21%-909.6pp | 373.84%-346.3pp |
| Employer contribution / active EE | $7,186 | $3,261+120.3% | $2,724+163.8% | $4,755+51.1% |
| Participant deferral / active EE | $20,231 | $5,225+287.2% | $4,443+355.3% | $6,713+201.4% |
| Admin fee / account holder | $7,511 | $6,605+13.7% | $5,382+39.6% | $11,407-34.2% |