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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 | $234,294 | $88,778+163.9% | $81,844+186.3% | $145,884+60.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.77% | 1033.03%-1023.3pp | 778.87%-769.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $10,035 | $3,087+225.1% | $2,916+244.1% | $4,662+115.2% |
| Participant deferral / active EE | $11,543 | $4,648+148.3% | $4,323+167.0% | $6,690+72.5% |
| Admin fee / account holder | $36,190 | $8,430+329.3% | $7,355+392.0% | $13,392+170.2% |