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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 | $196,493 | $102,663+91.4% | $86,216+127.9% | $139,466+40.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.34% | 1924.52%-1906.2pp | 1169.42%-1151.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $5,303 | $3,035+74.8% | $2,382+122.7% | $4,754+11.6% |
| Participant deferral / active EE | $13,108 | $4,677+180.2% | $3,986+228.8% | $6,712+95.3% |
| Admin fee / account holder | $1,525 | $8,663-82.4% | $6,853-77.7% | $11,409-86.6% |