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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 | $116,808 | $68,394+70.8% | $94,672+23.4% | $75,177+55.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.88% | 616.92%-597.0pp | 156.89%-137.0pp | 160.75%-140.9pp |
| Employer contribution / active EE | $8,436 | $2,701+212.4% | $3,673+129.7% | $2,671+215.8% |
| Participant deferral / active EE | $11,860 | $6,536+81.5% | $7,417+59.9% | $4,126+187.4% |
| Admin fee / account holder | $32,257 | $5,326+505.7% | $7,222+346.7% | $5,651+470.8% |