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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 | $138,456 | $109,872+26.0% | $98,483+40.6% | $167,536-17.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.06% | 1959.31%-1942.3pp | 1494.38%-1477.3pp | 478.82%-461.8pp |
| Employer contribution / active EE | $7,147 | $3,225+121.6% | $2,961+141.4% | $4,839+47.7% |
| Participant deferral / active EE | $7,827 | $4,673+67.5% | $4,276+83.0% | $6,342+23.4% |
| Admin fee / account holder | $11,947 | $6,757+76.8% | $5,953+100.7% | $12,315-3.0% |