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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 | $188,190 | $88,815+111.9% | $81,882+129.8% | $145,897+29.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $13,217 | $3,086+328.2% | $2,916+353.3% | $4,663+183.5% |
| Participant deferral / active EE | $4,522 | $4,647-2.7% | $4,323+4.6% | $6,689-32.4% |
| Admin fee / account holder | $12,815 | $8,434+51.9% | $7,360+74.1% | $13,390-4.3% |