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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 | $131,072 | $156,963-16.5% | $121,204+8.1% | $139,466-6.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 39.76% | 1476.75%-1437.0pp | 987.18%-947.4pp | 373.66%-333.9pp |
| Employer contribution / active EE | $25,560 | $5,544+361.0% | $4,170+513.0% | $4,754+437.7% |
| Participant deferral / active EE | $15,229 | $4,848+214.1% | $4,083+273.0% | $6,712+126.9% |
| Admin fee / account holder | $555 | $6,953-92.0% | $5,651-90.2% | $11,409-95.1% |