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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 | $187,553 | $93,373+100.9% | $152,473+23.0% | $85,851+118.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 11.98% | 21.84%-9.9pp | 757.59%-745.6pp | 318.63%-306.7pp |
| Employer contribution / active EE | $5,919 | $2,996+97.6% | $4,326+36.8% | $2,565+130.7% |
| Participant deferral / active EE | $6,292 | $4,550+38.3% | $5,817+8.2% | $3,952+59.2% |
| Admin fee / account holder | $26,161 | $13,853+88.9% | $15,811+65.5% | $6,261+317.8% |