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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 | $242,219 | $90,614+167.3% | $76,089+218.3% | $145,877+66.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.13% | 623.80%-606.7pp | 360.94%-343.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $8,270 | $3,324+148.8% | $2,690+207.4% | $4,663+77.4% |
| Participant deferral / active EE | $16,823 | $5,168+225.5% | $4,259+295.0% | $6,691+151.4% |
| Admin fee / account holder | $5,163 | $8,376-38.4% | $6,418-19.6% | $13,402-61.5% |