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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 | $206,554 | $124,175+66.3% | $108,405+90.5% | $167,536+23.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.72% | 1380.13%-1368.4pp | 905.55%-893.8pp | 478.82%-467.1pp |
| Employer contribution / active EE | $12,733 | $4,188+204.1% | $3,559+257.8% | $4,839+163.1% |
| Participant deferral / active EE | $12,432 | $6,908+80.0% | $6,563+89.4% | $6,342+96.0% |
| Admin fee / account holder | $32,431 | $9,457+242.9% | $7,297+344.5% | $12,315+163.4% |