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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 | $201,445 | $96,419+108.9% | $80,648+149.8% | $139,487+44.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.34% | 1352.86%-1332.5pp | 937.21%-916.9pp | 373.84%-353.5pp |
| Employer contribution / active EE | $13,692 | $3,261+319.8% | $2,724+402.7% | $4,755+188.0% |
| Participant deferral / active EE | $11,935 | $5,225+128.4% | $4,443+168.6% | $6,713+77.8% |
| Admin fee / account holder | $1,229 | $6,605-81.4% | $5,382-77.2% | $11,407-89.2% |