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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 | $118,913 | $96,388+23.4% | $80,627+47.5% | $139,466-14.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 41.15% | 1352.08%-1310.9pp | 936.76%-895.6pp | 373.66%-332.5pp |
| Employer contribution / active EE | $5,361 | $3,260+64.5% | $2,723+96.9% | $4,754+12.8% |
| Participant deferral / active EE | $9,734 | $5,224+86.3% | $4,443+119.1% | $6,712+45.0% |
| Admin fee / account holder | $363 | $6,603-94.5% | $5,381-93.3% | $11,409-96.8% |