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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 | $183,852 | $88,754+107.1% | $81,820+124.7% | $145,877+26.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.90% | 1031.77%-1015.9pp | 777.93%-762.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,604 | $3,085+16.8% | $2,915+23.6% | $4,663-22.7% |
| Participant deferral / active EE | $12,399 | $4,648+166.8% | $4,323+186.8% | $6,691+85.3% |
| Admin fee / account holder | $16,591 | $8,424+97.0% | $7,391+124.5% | $13,402+23.8% |