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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 | $190,977 | $96,361+98.2% | $80,607+136.9% | $139,456+36.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.62% | 1350.95%-1333.3pp | 936.11%-918.5pp | 373.45%-355.8pp |
| Employer contribution / active EE | $3,969 | $3,262+21.7% | $2,724+45.7% | $4,753-16.5% |
| Participant deferral / active EE | $10,623 | $5,232+103.1% | $4,448+138.9% | $6,711+58.3% |
| Admin fee / account holder | $264,669 | $6,601+3909.4% | $5,379+4820.2% | $11,407+2220.2% |