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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 | $191,160 | $88,754+115.4% | $81,820+133.6% | $145,877+31.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.55% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $5,405 | $3,085+75.2% | $2,915+85.4% | $4,663+15.9% |
| Participant deferral / active EE | $9,456 | $4,648+103.5% | $4,323+118.8% | $6,691+41.3% |
| Admin fee / account holder | $17,710 | $8,424+110.2% | $7,391+139.6% | $13,402+32.1% |