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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 | $187,923 | $102,663+83.0% | $86,216+118.0% | $139,466+34.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.75% | 1924.52%-1908.8pp | 1169.42%-1153.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $3,675 | $3,035+21.1% | $2,382+54.3% | $4,754-22.7% |
| Participant deferral / active EE | $11,798 | $4,677+152.2% | $3,986+196.0% | $6,712+75.8% |
| Admin fee / account holder | $12,845 | $8,663+48.3% | $6,853+87.4% | $11,409+12.6% |