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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 | $88,815+123.3% | $81,882+142.2% | $145,897+36.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.61% | 1033.75%-1017.1pp | 779.47%-762.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $17,683 | $3,086+473.0% | $2,916+506.4% | $4,663+279.3% |
| Participant deferral / active EE | $14,804 | $4,647+218.6% | $4,323+242.4% | $6,689+121.3% |
| Admin fee / account holder | $20,365 | $8,434+141.4% | $7,360+176.7% | $13,390+52.1% |