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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 | $174,532 | $96,419+81.0% | $80,648+116.4% | $139,487+25.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.39% | 1352.86%-1337.5pp | 937.21%-921.8pp | 373.84%-358.5pp |
| Employer contribution / active EE | $23,498 | $3,261+620.5% | $2,724+762.8% | $4,755+394.2% |
| Participant deferral / active EE | $10,911 | $5,225+108.8% | $4,443+145.6% | $6,713+62.5% |
| Admin fee / account holder | $2,639 | $6,605-60.0% | $5,382-51.0% | $11,407-76.9% |