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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 | $88,754+127.3% | $81,820+146.5% | $145,877+38.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.28% | 1031.77%-1013.5pp | 777.93%-759.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $6,612 | $3,085+114.3% | $2,915+126.8% | $4,663+41.8% |
| Participant deferral / active EE | $14,903 | $4,648+220.7% | $4,323+244.8% | $6,691+122.7% |
| Admin fee / account holder | $13,448 | $8,424+59.6% | $7,391+82.0% | $13,402+0.3% |