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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 | $96,388+98.1% | $80,627+136.9% | $139,466+36.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.62% | 1352.08%-1334.5pp | 936.76%-919.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,969 | $3,260+21.8% | $2,723+45.8% | $4,754-16.5% |
| Participant deferral / active EE | $10,623 | $5,224+103.3% | $4,443+139.1% | $6,712+58.3% |
| Admin fee / account holder | $264,669 | $6,603+3908.3% | $5,381+4818.9% | $11,409+2219.9% |