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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 | $231,882 | $156,970+47.7% | $121,210+91.3% | $139,487+66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.98% | 1477.10%-1464.1pp | 987.41%-974.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $5,936 | $5,546+7.0% | $4,171+42.3% | $4,755+24.8% |
| Participant deferral / active EE | $11,245 | $4,849+131.9% | $4,084+175.4% | $6,713+67.5% |
| Admin fee / account holder | $553 | $6,947-92.0% | $5,647-90.2% | $11,407-95.2% |