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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 | $102,830 | $58,391+76.1% | $76,667+34.1% | $72,976+40.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.79% | 2306.65%-2284.9pp | 1166.74%-1145.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $2,350 | $1,787+31.5% | $2,303+2.1% | $2,440-3.7% |
| Participant deferral / active EE | $2,939 | $2,690+9.2% | $3,336-11.9% | $3,608-18.5% |
| Admin fee / account holder | $706 | $4,014-82.4% | $6,423-89.0% | $5,124-86.2% |