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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 | $151,933 | $156,927-3.2% | $121,169+25.4% | $139,456+8.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.37% | 1475.85%-1463.5pp | 986.71%-974.3pp | 373.45%-361.1pp |
| Employer contribution / active EE | $7,579 | $5,542+36.8% | $4,168+81.9% | $4,753+59.5% |
| Participant deferral / active EE | $9,565 | $4,848+97.3% | $4,083+134.3% | $6,711+42.5% |
| Admin fee / account holder | $28,922 | $6,946+316.4% | $5,645+412.3% | $11,407+153.5% |