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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 | $219,068 | $96,361+127.3% | $80,607+171.8% | $139,456+57.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.73% | 1350.95%-1335.2pp | 936.11%-920.4pp | 373.45%-357.7pp |
| Employer contribution / active EE | $13,433 | $3,262+311.8% | $2,724+393.1% | $4,753+182.6% |
| Participant deferral / active EE | $20,533 | $5,232+292.5% | $4,448+361.7% | $6,711+205.9% |
| Admin fee / account holder | $16,069 | $6,601+143.4% | $5,379+198.7% | $11,407+40.9% |