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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 | $106,019 | $57,285+85.1% | $86,605+22.4% | $75,173+41.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.45% | 2671.04%-2652.6pp | 591.39%-572.9pp | 160.65%-142.2pp |
| Employer contribution / active EE | $7,948 | $2,315+243.4% | $3,023+162.9% | $2,670+197.6% |
| Participant deferral / active EE | $9,442 | $3,318+184.6% | $4,438+112.8% | $4,126+128.9% |
| Admin fee / account holder | $8,619 | $4,112+109.6% | $5,611+53.6% | $5,651+52.5% |