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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 | $199,418 | $150,446+32.6% | $136,297+46.3% | $147,585+35.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.76% | 1049.14%-1023.4pp | 5156.19%-5130.4pp | 578.58%-552.8pp |
| Employer contribution / active EE | $3,817 | $5,256-27.4% | $4,696-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $10,214 | $6,631+54.0% | $6,247+63.5% | $5,439+87.8% |
| Admin fee / account holder | $7,174 | $10,906-34.2% | $9,244-22.4% | $10,886-34.1% |