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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 | $223,179 | $88,778+151.4% | $81,844+172.7% | $145,884+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.43% | 1033.03%-1017.6pp | 778.87%-763.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,784 | $3,087+22.6% | $2,916+29.8% | $4,662-18.8% |
| Participant deferral / active EE | $9,108 | $4,648+95.9% | $4,323+110.7% | $6,690+36.1% |
| Admin fee / account holder | $6,692 | $8,430-20.6% | $7,355-9.0% | $13,392-50.0% |