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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 | $88,754+98.3% | $81,820+115.1% | $145,877+20.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.91% | 1031.77%-1012.9pp | 777.93%-759.0pp | 551.28%-532.4pp |
| Employer contribution / active EE | $8,651 | $3,085+180.4% | $2,915+196.8% | $4,663+85.5% |
| Participant deferral / active EE | $14,389 | $4,648+209.6% | $4,323+232.9% | $6,691+115.1% |
| Admin fee / account holder | $57,088 | $8,424+577.7% | $7,391+672.4% | $13,402+326.0% |