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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 | $204,700 | $96,419+112.3% | $80,648+153.8% | $139,487+46.8% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.2pp | 80.3%+0.9pp |
| Annual return | 20.71% | 1352.86%-1332.1pp | 937.21%-916.5pp | 373.84%-353.1pp |
| Employer contribution / active EE | $5,331 | $3,261+63.5% | $2,724+95.8% | $4,755+12.1% |
| Participant deferral / active EE | $10,524 | $5,225+101.4% | $4,443+136.8% | $6,713+56.8% |
| Admin fee / account holder | $20,730 | $6,605+213.9% | $5,382+285.2% | $11,407+81.7% |