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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 | $141,351 | $149,040-5.2% | $120,225+17.6% | $137,256+3.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.16% | 605.68%-588.5pp | 439.23%-422.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,859 | $4,350-11.3% | $3,475+11.0% | $4,156-7.2% |
| Participant deferral / active EE | $10,128 | $4,655+117.6% | $3,999+153.3% | $6,407+58.1% |
| Admin fee / account holder | $1,190 | $6,348-81.3% | $5,696-79.1% | $12,270-90.3% |