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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 | $214,350 | $88,778+141.4% | $81,844+161.9% | $145,884+46.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.60% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $12,148 | $3,087+293.5% | $2,916+316.6% | $4,662+160.6% |
| Participant deferral / active EE | $12,949 | $4,648+178.6% | $4,323+199.5% | $6,690+93.6% |
| Admin fee / account holder | $19,288 | $8,430+128.8% | $7,355+162.2% | $13,392+44.0% |