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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 | $191,212 | $96,419+98.3% | $80,648+137.1% | $139,487+37.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.25% | 1352.86%-1328.6pp | 937.21%-913.0pp | 373.84%-349.6pp |
| Employer contribution / active EE | $5,783 | $3,261+77.3% | $2,724+112.3% | $4,755+21.6% |
| Participant deferral / active EE | $18,580 | $5,225+255.6% | $4,443+318.1% | $6,713+176.8% |
| Admin fee / account holder | $18,066 | $6,605+173.5% | $5,382+235.7% | $11,407+58.4% |