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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 | $133,216 | $96,388+38.2% | $80,627+65.2% | $139,466-4.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.06% | 1352.08%-1340.0pp | 936.76%-924.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $3,364 | $3,260+3.2% | $2,723+23.6% | $4,754-29.2% |
| Participant deferral / active EE | $6,465 | $5,224+23.7% | $4,443+45.5% | $6,712-3.7% |
| Admin fee / account holder | $16,502 | $6,603+149.9% | $5,381+206.7% | $11,409+44.6% |