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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 | $185,704 | $88,778+109.2% | $81,844+126.9% | $145,884+27.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.32% | 1033.03%-1021.7pp | 778.87%-767.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $6,044 | $3,087+95.8% | $2,916+107.2% | $4,662+29.6% |
| Participant deferral / active EE | $7,531 | $4,648+62.0% | $4,323+74.2% | $6,690+12.6% |
| Admin fee / account holder | $21,971 | $8,430+160.6% | $7,355+198.7% | $13,392+64.1% |