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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 | $133,966 | $88,702+51.0% | $81,780+63.8% | $145,978-8.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.84% | 1029.12%-1006.3pp | 776.27%-753.4pp | 550.52%-527.7pp |
| Employer contribution / active EE | $19,814 | $3,084+542.4% | $2,914+580.0% | $4,662+325.0% |
| Participant deferral / active EE | $10,351 | $4,645+122.8% | $4,321+139.6% | $6,690+54.7% |
| Admin fee / account holder | $22,247 | $8,414+164.4% | $7,384+201.3% | $13,400+66.0% |