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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 | $150,135 | $109,872+36.6% | $98,483+52.4% | $167,536-10.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.03% | 1959.31%-1936.3pp | 1494.38%-1471.3pp | 478.82%-455.8pp |
| Employer contribution / active EE | $5,719 | $3,225+77.3% | $2,961+93.2% | $4,839+18.2% |
| Participant deferral / active EE | $5,719 | $4,673+22.4% | $4,276+33.7% | $6,342-9.8% |
| Admin fee / account holder | $2,816 | $6,757-58.3% | $5,953-52.7% | $12,315-77.1% |