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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 | $208,734 | $57,305+264.2% | $86,640+140.9% | $75,173+177.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.15% | 2674.24%-2659.1pp | 592.52%-577.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $9,712 | $2,316+319.3% | $3,024+221.1% | $2,671+263.6% |
| Participant deferral / active EE | $8,534 | $3,320+157.1% | $4,438+92.3% | $4,126+106.8% |
| Admin fee / account holder | $10,794 | $4,116+162.2% | $5,616+92.2% | $5,651+91.0% |