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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 | $245,419 | $99,009+147.9% | $86,581+183.5% | $147,585+66.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.49% | 1312.70%-1299.2pp | 965.06%-951.6pp | 578.58%-565.1pp |
| Employer contribution / active EE | $10,458 | $3,132+233.9% | $2,840+268.3% | $4,876+114.5% |
| Participant deferral / active EE | $11,200 | $3,972+182.0% | $3,609+210.4% | $5,439+105.9% |
| Admin fee / account holder | $2,442 | $5,709-57.2% | $4,904-50.2% | $10,886-77.6% |