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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 | $97,440 | $149,040-34.6% | $120,225-19.0% | $137,256-29.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 47.53% | 605.68%-558.1pp | 439.23%-391.7pp | 220.34%-172.8pp |
| Employer contribution / active EE | $4,651 | $4,350+6.9% | $3,475+33.8% | $4,156+11.9% |
| Participant deferral / active EE | $15,333 | $4,655+229.4% | $3,999+283.5% | $6,407+139.3% |
| Admin fee / account holder | $976 | $6,348-84.6% | $5,696-82.9% | $12,270-92.0% |