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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 | $235,852 | $114,130+106.7% | $96,192+145.2% | $167,553+40.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.45% | 190.07%-177.6pp | 192.09%-179.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $7,900 | $3,431+130.3% | $2,799+182.2% | $4,840+63.2% |
| Participant deferral / active EE | $6,500 | $5,198+25.1% | $4,351+49.4% | $6,343+2.5% |
| Admin fee / account holder | $28,325 | $6,901+310.4% | $5,539+411.3% | $12,316+130.0% |