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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 | $175,995 | $88,710+98.4% | $81,783+115.2% | $145,959+20.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.91% | 1027.26%-1008.3pp | 775.05%-756.1pp | 561.95%-543.0pp |
| Employer contribution / active EE | $8,651 | $3,083+180.6% | $2,913+197.0% | $4,661+85.6% |
| Participant deferral / active EE | $14,389 | $4,645+209.8% | $4,320+233.0% | $6,689+115.1% |
| Admin fee / account holder | $57,088 | $8,407+579.0% | $7,380+673.6% | $13,398+326.1% |