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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 | $206,402 | $109,411+88.6% | $89,435+130.8% | $158,982+29.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.76% | 345.68%-325.9pp | 245.55%-225.8pp | 302.99%-283.2pp |
| Employer contribution / active EE | $16,417 | $3,173+417.5% | $2,587+534.6% | $4,763+244.7% |
| Participant deferral / active EE | $13,589 | $4,600+195.4% | $3,890+249.3% | $5,983+127.1% |
| Admin fee / account holder | $563 | $6,159-90.9% | $4,884-88.5% | $11,252-95.0% |