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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 | $239,865 | $99,011+142.3% | $86,582+177.0% | $147,586+62.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.87% | 1312.75%-1300.9pp | 965.08%-953.2pp | 578.59%-566.7pp |
| Employer contribution / active EE | $6,463 | $3,132+106.3% | $2,839+127.6% | $4,876+32.5% |
| Participant deferral / active EE | $14,114 | $3,972+255.3% | $3,609+291.1% | $5,439+159.5% |
| Admin fee / account holder | $12,364 | $5,709+116.6% | $4,904+152.1% | $10,886+13.6% |