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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 | $140,650 | $155,833-9.7% | $124,693+12.8% | $167,536-16.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.22% | 17.98%-4.8pp | 5144.19%-5131.0pp | 478.82%-465.6pp |
| Employer contribution / active EE | $4,025 | $4,164-3.3% | $3,324+21.1% | $4,839-16.8% |
| Participant deferral / active EE | $12,405 | $5,675+118.6% | $4,615+168.8% | $6,342+95.6% |
| Admin fee / account holder | $2,742 | $9,534-71.2% | $7,494-63.4% | $12,315-77.7% |