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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 | $248,128 | $88,815+179.4% | $81,882+203.0% | $145,897+70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.87% | 1033.75%-1014.9pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $4,135 | $3,086+34.0% | $2,916+41.8% | $4,663-11.3% |
| Participant deferral / active EE | $10,469 | $4,647+125.3% | $4,323+142.2% | $6,689+56.5% |
| Admin fee / account holder | $189,524 | $8,434+2147.0% | $7,360+2475.2% | $13,390+1315.4% |