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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 | $171,264 | $57,305+198.9% | $86,640+97.7% | $75,173+127.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.00% | 2674.24%-2656.2pp | 592.52%-574.5pp | 160.72%-142.7pp |
| Employer contribution / active EE | $18,067 | $2,316+680.0% | $3,024+497.4% | $2,671+576.4% |
| Participant deferral / active EE | $7,838 | $3,320+136.1% | $4,438+76.6% | $4,126+90.0% |
| Admin fee / account holder | $20,970 | $4,116+409.5% | $5,616+273.4% | $5,651+271.1% |