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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 | $170,716 | $96,419+77.1% | $80,648+111.7% | $139,487+22.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.39% | 1352.86%-1334.5pp | 937.21%-918.8pp | 373.84%-355.5pp |
| Employer contribution / active EE | $26,841 | $3,261+723.0% | $2,724+885.5% | $4,755+464.5% |
| Participant deferral / active EE | $1,416 | $5,225-72.9% | $4,443-68.1% | $6,713-78.9% |
| Admin fee / account holder | $14,481 | $6,605+119.3% | $5,382+169.1% | $11,407+26.9% |