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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 | $108,113 | $96,388+12.2% | $80,627+34.1% | $139,466-22.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.52% | 1352.08%-1323.6pp | 936.76%-908.2pp | 373.66%-345.1pp |
| Employer contribution / active EE | $5,870 | $3,260+80.1% | $2,723+115.6% | $4,754+23.5% |
| Participant deferral / active EE | $13,523 | $5,224+158.8% | $4,443+204.4% | $6,712+101.5% |
| Admin fee / account holder | $4,650 | $6,603-29.6% | $5,381-13.6% | $11,409-59.2% |