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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 | $187,267 | $99,009+89.1% | $86,581+116.3% | $147,585+26.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.71% | 1312.70%-1294.0pp | 965.06%-946.4pp | 578.58%-559.9pp |
| Employer contribution / active EE | $9,784 | $3,132+212.3% | $2,840+244.5% | $4,876+100.6% |
| Participant deferral / active EE | $10,066 | $3,972+153.4% | $3,609+178.9% | $5,439+85.1% |
| Admin fee / account holder | $1,809 | $5,709-68.3% | $4,904-63.1% | $10,886-83.4% |