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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 | $192,788 | $90,614+112.8% | $76,089+153.4% | $145,877+32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.90% | 623.80%-605.9pp | 360.94%-343.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $6,349 | $3,324+91.0% | $2,690+136.0% | $4,663+36.2% |
| Participant deferral / active EE | $11,198 | $5,168+116.7% | $4,259+162.9% | $6,691+67.4% |
| Admin fee / account holder | $27,753 | $8,376+231.3% | $6,418+332.4% | $13,402+107.1% |