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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 | $210,885 | $96,361+118.8% | $80,607+161.6% | $139,456+51.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.50% | 1350.95%-1335.5pp | 936.11%-920.6pp | 373.45%-358.0pp |
| Employer contribution / active EE | $3,116 | $3,262-4.5% | $2,724+14.4% | $4,753-34.4% |
| Participant deferral / active EE | $11,375 | $5,232+117.4% | $4,448+155.8% | $6,711+69.5% |
| Admin fee / account holder | $19,818 | $6,601+200.2% | $5,379+268.4% | $11,407+73.7% |