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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 | $146,046 | $88,815+64.4% | $81,882+78.4% | $145,897+0.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.32% | 1033.75%-1016.4pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,930 | $3,086-5.1% | $2,916+0.5% | $4,663-37.2% |
| Participant deferral / active EE | $25,167 | $4,647+441.5% | $4,323+482.1% | $6,689+276.2% |
| Admin fee / account holder | $1,005 | $8,434-88.1% | $7,360-86.3% | $13,390-92.5% |