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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 | $90,691+112.6% | $76,119+153.3% | $145,884+32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.90% | 624.52%-606.6pp | 361.25%-343.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $6,349 | $3,329+90.7% | $2,693+135.8% | $4,662+36.2% |
| Participant deferral / active EE | $11,198 | $5,167+116.7% | $4,259+162.9% | $6,690+67.4% |
| Admin fee / account holder | $27,753 | $8,383+231.1% | $6,421+332.2% | $13,392+107.2% |