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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 | $162,477 | $96,388+68.6% | $80,627+101.5% | $139,466+16.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.82% | 1352.08%-1331.3pp | 936.76%-915.9pp | 373.66%-352.8pp |
| Employer contribution / active EE | $13,690 | $3,260+320.0% | $2,723+402.8% | $4,754+188.0% |
| Participant deferral / active EE | $25,000 | $5,224+378.5% | $4,443+462.7% | $6,712+272.5% |
| Admin fee / account holder | $1,129 | $6,603-82.9% | $5,381-79.0% | $11,409-90.1% |