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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 | $189,793 | $102,595+85.0% | $94,057+101.8% | $154,746+22.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.84% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $14,316 | $3,147+354.9% | $2,933+388.1% | $4,379+226.9% |
| Participant deferral / active EE | $15,815 | $5,118+209.0% | $4,709+235.8% | $6,730+135.0% |
| Admin fee / account holder | $28,984 | $7,736+274.7% | $7,244+300.1% | $14,365+101.8% |