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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 | $209,045 | $100,938+107.1% | $90,461+131.1% | $158,982+31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.99% | 1727.20%-1710.2pp | 1294.76%-1277.8pp | 302.99%-286.0pp |
| Employer contribution / active EE | $7,444 | $3,691+101.6% | $3,264+128.1% | $4,763+56.3% |
| Participant deferral / active EE | $5,663 | $4,350+30.2% | $3,964+42.8% | $5,983-5.4% |
| Admin fee / account holder | $11,826 | $6,510+81.7% | $5,617+110.5% | $11,252+5.1% |