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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 | $83,484 | $100,901-17.3% | $75,501+10.6% | $147,586-43.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 280.18% | 35.78%+244.4pp | 27.35%+252.8pp | 578.59%-298.4pp |
| Employer contribution / active EE | $10,505 | $3,253+222.9% | $2,352+346.7% | $4,876+115.4% |
| Participant deferral / active EE | $9,329 | $4,027+131.6% | $3,142+196.9% | $5,439+71.5% |
| Admin fee / account holder | $472 | $11,285-95.8% | $5,801-91.9% | $10,886-95.7% |