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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 | $244,289 | $144,124+69.5% | $117,857+107.3% | $147,585+65.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.50% | 531.17%-513.7pp | 335.09%-317.6pp | 578.57%-561.1pp |
| Employer contribution / active EE | $9,600 | $4,897+96.1% | $3,786+153.6% | $4,876+96.9% |
| Participant deferral / active EE | $8,052 | $5,316+51.5% | $4,482+79.7% | $5,439+48.1% |
| Admin fee / account holder | $1,403 | $10,886-87.1% | $8,020-82.5% | $10,885-87.1% |