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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 | $206,855 | $185,225+11.7% | $142,898+44.8% | $167,536+23.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.70% | 8558.12%-8544.4pp | 5639.64%-5625.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $19,173 | $5,607+241.9% | $4,146+362.5% | $4,839+296.2% |
| Participant deferral / active EE | $13,000 | $4,496+189.2% | $3,838+238.7% | $6,342+105.0% |
| Admin fee / account holder | $1,813 | $8,032-77.4% | $6,560-72.4% | $12,315-85.3% |