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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 | $114,712+56.4% | $173,730+3.3% | $87,485+105.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 99.47% | 20.18%+79.3pp | 19.96%+79.5pp | 26.06%+73.4pp |
| Employer contribution / active EE | $6,696 | $2,904+130.6% | $4,577+46.3% | $2,596+157.9% |
| Participant deferral / active EE | $21,842 | $4,642+370.6% | $6,326+245.3% | $4,274+411.1% |
| Admin fee / account holder | $40,776 | $10,210+299.4% | $17,523+132.7% | $7,775+424.5% |