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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 | $172,825 | $149,040+16.0% | $120,225+43.8% | $137,256+25.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.73% | 605.68%-589.0pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,870 | $4,350+103.9% | $3,475+155.2% | $4,156+113.4% |
| Participant deferral / active EE | $17,174 | $4,655+269.0% | $3,999+329.5% | $6,407+168.1% |
| Admin fee / account holder | $1,675 | $6,348-73.6% | $5,696-70.6% | $12,270-86.3% |