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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 | $154,297 | $96,361+60.1% | $80,607+91.4% | $139,456+10.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.78% | 1350.95%-1334.2pp | 936.11%-919.3pp | 373.45%-356.7pp |
| Employer contribution / active EE | $35,258 | $3,262+980.7% | $2,724+1194.2% | $4,753+641.9% |
| Participant deferral / active EE | $17,007 | $5,232+225.1% | $4,448+282.4% | $6,711+153.4% |
| Admin fee / account holder | $14,664 | $6,601+122.1% | $5,379+172.6% | $11,407+28.5% |