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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 | $201,716 | $88,815+127.1% | $81,882+146.3% | $145,897+38.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.28% | 1033.75%-1015.5pp | 779.47%-761.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $6,612 | $3,086+114.2% | $2,916+126.7% | $4,663+41.8% |
| Participant deferral / active EE | $14,903 | $4,647+220.7% | $4,323+244.7% | $6,689+122.8% |
| Admin fee / account holder | $13,448 | $8,434+59.4% | $7,360+82.7% | $13,390+0.4% |