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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 | $168,283 | $96,388+74.6% | $80,627+108.7% | $139,466+20.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.64% | 1352.08%-1337.4pp | 936.76%-922.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $18,342 | $3,260+462.7% | $2,723+573.7% | $4,754+285.8% |
| Participant deferral / active EE | $10,000 | $5,224+91.4% | $4,443+125.1% | $6,712+49.0% |
| Admin fee / account holder | $5,414 | $6,603-18.0% | $5,381+0.6% | $11,409-52.5% |