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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 | $246,690 | $88,815+177.8% | $81,882+201.3% | $145,897+69.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $12,119 | $3,086+292.7% | $2,916+315.6% | $4,663+159.9% |
| Participant deferral / active EE | $9,593 | $4,647+106.4% | $4,323+121.9% | $6,689+43.4% |
| Admin fee / account holder | $26,414 | $8,434+213.2% | $7,360+258.9% | $13,390+97.3% |