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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 | $179,389 | $108,825+64.8% | $156,181+14.9% | $82,448+117.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 99.47% | 20.59%+78.9pp | 64.87%+34.6pp | 41.64%+57.8pp |
| Employer contribution / active EE | $6,696 | $2,870+133.3% | $4,294+55.9% | $2,551+162.5% |
| Participant deferral / active EE | $21,842 | $4,577+377.2% | $6,132+256.2% | $4,139+427.7% |
| Admin fee / account holder | $40,776 | $9,341+336.6% | $14,586+179.6% | $7,234+463.6% |