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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 | $187,851 | $57,305+227.8% | $86,640+116.8% | $75,173+149.9% |
| Participation rate | 97.8% | 63.2%+34.6pp | 71.7%+26.1pp | 67.2%+30.6pp |
| Annual return | 21.60% | 2674.24%-2652.6pp | 592.52%-570.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $12,360 | $2,316+433.6% | $3,024+308.7% | $2,671+362.8% |
| Participant deferral / active EE | $13,418 | $3,320+304.2% | $4,438+202.3% | $4,126+225.2% |
| Admin fee / account holder | $3,012 | $4,116-26.8% | $5,616-46.4% | $5,651-46.7% |