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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 | $169,352 | $149,040+13.6% | $120,225+40.9% | $137,256+23.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.87% | 605.68%-590.8pp | 439.23%-424.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,225 | $4,350-71.8% | $3,475-64.8% | $4,156-70.5% |
| Participant deferral / active EE | $32,300 | $4,655+593.9% | $3,999+707.8% | $6,407+404.2% |
| Admin fee / account holder | $2,841 | $6,348-55.2% | $5,696-50.1% | $12,270-76.8% |