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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 | $207,851 | $96,419+115.6% | $80,648+157.7% | $139,487+49.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.97% | 1352.86%-1334.9pp | 937.21%-919.2pp | 373.84%-355.9pp |
| Employer contribution / active EE | $4,137 | $3,261+26.9% | $2,724+51.9% | $4,755-13.0% |
| Participant deferral / active EE | $8,825 | $5,225+68.9% | $4,443+98.6% | $6,713+31.5% |
| Admin fee / account holder | $2,010 | $6,605-69.6% | $5,382-62.7% | $11,407-82.4% |