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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 | $88,778+123.4% | $81,844+142.4% | $145,884+36.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.61% | 1033.03%-1016.4pp | 778.87%-762.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $17,683 | $3,087+472.8% | $2,916+506.3% | $4,662+279.3% |
| Participant deferral / active EE | $14,804 | $4,648+218.5% | $4,323+242.4% | $6,690+121.3% |
| Admin fee / account holder | $20,365 | $8,430+141.6% | $7,355+176.9% | $13,392+52.1% |