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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 | $184,302 | $144,130+27.9% | $117,861+56.4% | $147,586+24.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.79% | 531.20%-520.4pp | 335.11%-324.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $4,665 | $4,897-4.7% | $3,786+23.2% | $4,876-4.3% |
| Participant deferral / active EE | $3,966 | $5,316-25.4% | $4,482-11.5% | $5,439-27.1% |
| Admin fee / account holder | $1,486 | $10,887-86.3% | $8,021-81.5% | $10,886-86.3% |