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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 | $201,533 | $100,938+99.7% | $90,461+122.8% | $158,982+26.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.72% | 1727.20%-1709.5pp | 1294.76%-1277.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $12,752 | $3,691+245.4% | $3,264+290.7% | $4,763+167.7% |
| Participant deferral / active EE | $7,922 | $4,350+82.1% | $3,964+99.8% | $5,983+32.4% |
| Admin fee / account holder | $12,312 | $6,510+89.1% | $5,617+119.2% | $11,252+9.4% |