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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 | $236,516 | $88,778+166.4% | $81,844+189.0% | $145,884+62.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.55% | 1033.03%-1011.5pp | 778.87%-757.3pp | 551.85%-530.3pp |
| Employer contribution / active EE | $3,783 | $3,087+22.5% | $2,916+29.7% | $4,662-18.9% |
| Participant deferral / active EE | $13,562 | $4,648+191.8% | $4,323+213.7% | $6,690+102.7% |
| Admin fee / account holder | $5,425 | $8,430-35.6% | $7,355-26.2% | $13,392-59.5% |