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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 | $203,214 | $88,702+129.1% | $81,780+148.5% | $145,978+39.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.98% | 1029.12%-1010.1pp | 776.27%-757.3pp | 550.52%-531.5pp |
| Employer contribution / active EE | $10,782 | $3,084+249.6% | $2,914+270.0% | $4,662+131.3% |
| Participant deferral / active EE | $12,056 | $4,645+159.5% | $4,321+179.0% | $6,690+80.2% |
| Admin fee / account holder | $24,511 | $8,414+191.3% | $7,384+231.9% | $13,400+82.9% |