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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 | $163,589 | $99,011+65.2% | $86,582+88.9% | $147,586+10.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.75% | 1312.75%-1293.0pp | 965.08%-945.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $6,298 | $3,132+101.1% | $2,839+121.8% | $4,876+29.2% |
| Participant deferral / active EE | $3,087 | $3,972-22.3% | $3,609-14.5% | $5,439-43.2% |
| Admin fee / account holder | $4,039 | $5,709-29.2% | $4,904-17.6% | $10,886-62.9% |