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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 | $209,349 | $97,732+114.2% | $83,831+149.7% | $135,380+54.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.83% | 1287.56%-1279.7pp | 850.99%-843.2pp | 519.81%-512.0pp |
| Employer contribution / active EE | $11,633 | $4,222+175.5% | $3,631+220.4% | $4,779+143.4% |
| Participant deferral / active EE | $4,940 | $4,683+5.5% | $4,082+21.0% | $5,609-11.9% |
| Admin fee / account holder | $20,843 | $6,675+212.3% | $5,479+280.4% | $10,828+92.5% |