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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 | $88,710+123.6% | $81,783+142.5% | $145,959+35.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.61% | 1027.26%-1010.6pp | 775.05%-758.4pp | 561.95%-545.3pp |
| Employer contribution / active EE | $17,683 | $3,083+473.5% | $2,913+507.1% | $4,661+279.4% |
| Participant deferral / active EE | $14,804 | $4,645+218.7% | $4,320+242.7% | $6,689+121.3% |
| Admin fee / account holder | $20,365 | $8,407+142.2% | $7,380+175.9% | $13,398+52.0% |