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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 | $187,988 | $102,696+83.1% | $86,235+118.0% | $139,487+34.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.47% | 1925.91%-1893.4pp | 1170.03%-1137.6pp | 373.84%-341.4pp |
| Employer contribution / active EE | $5,290 | $3,034+74.4% | $2,381+122.2% | $4,755+11.3% |
| Participant deferral / active EE | $10,821 | $4,679+131.3% | $3,987+171.4% | $6,713+61.2% |
| Admin fee / account holder | $2,010 | $8,667-76.8% | $6,856-70.7% | $11,407-82.4% |