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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 | $189,393 | $73,421+158.0% | $66,439+185.1% | $155,188+22.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 14.37% | 1382.37%-1368.0pp | 757.66%-743.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $8,494 | $3,039+179.5% | $2,637+222.1% | $4,248+100.0% |
| Participant deferral / active EE | $6,567 | $4,680+40.3% | $3,876+69.4% | $6,531+0.5% |
| Admin fee / account holder | $15,833 | $8,856+78.8% | $6,173+156.5% | $14,480+9.3% |