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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 | $166,069 | $96,388+72.3% | $80,627+106.0% | $139,466+19.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.24% | 1352.08%-1329.8pp | 936.76%-914.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $3,134 | $3,260-3.8% | $2,723+15.1% | $4,754-34.1% |
| Participant deferral / active EE | $5,920 | $5,224+13.3% | $4,443+33.2% | $6,712-11.8% |
| Admin fee / account holder | $13,308 | $6,603+101.5% | $5,381+147.3% | $11,409+16.7% |