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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 | $198,349 | $88,754+123.5% | $81,820+142.4% | $145,877+36.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.61% | 1031.77%-1015.2pp | 777.93%-761.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $17,683 | $3,085+473.1% | $2,915+506.6% | $4,663+279.2% |
| Participant deferral / active EE | $14,804 | $4,648+218.5% | $4,323+242.5% | $6,691+121.3% |
| Admin fee / account holder | $20,365 | $8,424+141.8% | $7,391+175.5% | $13,402+51.9% |