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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 | $206,669 | $124,187+66.4% | $108,410+90.6% | $167,518+23.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.05% | 1379.80%-1365.8pp | 905.34%-891.3pp | 478.71%-464.7pp |
| Employer contribution / active EE | $4,205 | $4,187+0.4% | $3,558+18.2% | $4,838-13.1% |
| Participant deferral / active EE | $15,672 | $6,908+126.9% | $6,562+138.8% | $6,342+147.1% |
| Admin fee / account holder | $5,716 | $9,456-39.6% | $7,296-21.7% | $12,312-53.6% |