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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 | $183,752 | $57,305+220.7% | $86,640+112.1% | $75,173+144.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.71% | 2674.24%-2656.5pp | 592.52%-574.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,910 | $2,316+68.8% | $3,024+29.3% | $2,671+46.4% |
| Participant deferral / active EE | $18,919 | $3,320+469.9% | $4,438+326.3% | $4,126+358.5% |
| Admin fee / account holder | $26,847 | $4,116+552.3% | $5,616+378.1% | $5,651+375.1% |