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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 | $232,812 | $156,963+48.3% | $121,204+92.1% | $139,466+66.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 1476.75%-1459.2pp | 987.18%-969.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $28,235 | $5,544+409.2% | $4,170+577.1% | $4,754+493.9% |
| Participant deferral / active EE | $10,600 | $4,848+118.6% | $4,083+159.6% | $6,712+57.9% |
| Admin fee / account holder | $1,643 | $6,953-76.4% | $5,651-70.9% | $11,409-85.6% |