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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 | $96,361+68.6% | $80,607+101.6% | $139,456+16.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.82% | 1350.95%-1330.1pp | 936.11%-915.3pp | 373.45%-352.6pp |
| Employer contribution / active EE | $13,690 | $3,262+319.6% | $2,724+402.5% | $4,753+188.0% |
| Participant deferral / active EE | $25,000 | $5,232+377.9% | $4,448+462.1% | $6,711+272.5% |
| Admin fee / account holder | $1,129 | $6,601-82.9% | $5,379-79.0% | $11,407-90.1% |